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 5-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 | $2,759 | $52,353-94.7% | $120,225-97.7% | $82,448-96.7% |
| Participation rate | 88.2% | 58.3%+29.9pp | 69.6%+18.7pp | 68.1%+20.2pp |
| Annual return | 22.90% | 61.85%-38.9pp | 439.23%-416.3pp | 41.64%-18.7pp |
| Employer contribution / active EE | $710 | $1,510-53.0% | $3,475-79.6% | $2,551-72.2% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $186 | $4,363-95.7% | $5,696-96.7% | $7,234-97.4% |