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 8-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 | $1,655 | $57,281-97.1% | $86,612-98.1% | $75,163-97.8% |
| Participation rate | 93.3% | 63.2%+30.1pp | 71.7%+21.6pp | 67.2%+26.1pp |
| Annual return | 48.09% | 2670.75%-2622.7pp | 591.07%-543.0pp | 160.62%-112.5pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,231 | $3,318-62.9% | $4,438-72.3% | $4,125-70.2% |
| Admin fee / account holder | $26 | $4,112-99.4% | $5,614-99.5% | $5,651-99.5% |