See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,556 | $99,985-95.4% | $146,665-96.9% | $85,850-94.7% |
| Participation rate | 90.6% | 73.1%+17.6pp | 80.1%+10.6pp | 69.3%+21.3pp |
| Annual return | 20.87% | 18.93%+1.9pp | 22.74%-1.9pp | 318.53%-297.7pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,268 | $4,006-43.4% | $5,506-58.8% | $3,952-42.6% |
| Admin fee / account holder | $177 | $7,702-97.7% | $10,280-98.3% | $6,260-97.2% |