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 | $53,516-94.8% | $126,539-97.8% | $84,808-96.7% |
| Participation rate | 88.2% | 58.2%+30.0pp | 69.8%+18.4pp | 68.3%+19.9pp |
| Annual return | 22.90% | 58.34%-35.4pp | 425.95%-403.0pp | 40.90%-18.0pp |
| Employer contribution / active EE | $710 | $1,535-53.7% | $3,674-80.7% | $2,631-73.0% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $186 | $4,497-95.9% | $6,065-96.9% | $7,344-97.5% |