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 4-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 | $3,598 | $110,261-96.7% | $95,745-96.2% | $139,434-97.4% |
| Participation rate | 70.6% | 75.8%-5.2pp | 72.3%-1.7pp | 80.3%-9.7pp |
| Annual return | 40.51% | 27.11%+13.4pp | 28.35%+12.2pp | 372.94%-332.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,752 | $4,676-62.5% | $4,245-58.7% | $6,710-73.9% |
| Admin fee / account holder | $24 | $6,613-99.6% | $5,678-99.6% | $11,403-99.8% |