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 | $2,747 | $58,208-95.3% | $81,812-96.6% | $80,856-96.6% |
| Participation rate | 87.8% | 63.4%+24.4pp | 72.3%+15.5pp | 67.6%+20.2pp |
| Annual return | 16.29% | 41.66%-25.4pp | 773.79%-757.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,189 | $3,281-63.8% | $4,319-72.5% | $4,296-72.3% |
| Admin fee / account holder | $290 | $4,981-94.2% | $7,386-96.1% | $6,918-95.8% |