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 | $2,147 | $72,277-97.0% | $101,248-97.9% | $79,858-97.3% |
| Participation rate | 75.3% | 68.5%+6.9pp | 75.8%-0.5pp | 69.6%+5.7pp |
| Annual return | 135.51% | 22.30%+113.2pp | 46.47%+89.0pp | 31.71%+103.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,446 | $3,282-55.9% | $4,370-66.9% | $3,740-61.3% |
| Admin fee / account holder | $61 | $4,400-98.6% | $5,945-99.0% | $5,306-98.8% |