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 4-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 | $4,963 | $60,022-91.7% | $88,946-94.4% | $84,808-94.1% |
| Participation rate | 72.9% | 57.8%+15.1pp | 68.8%+4.1pp | 68.3%+4.6pp |
| Annual return | 22.41% | 22.43%0pp | 57.82%-35.4pp | 40.90%-18.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $999 | $3,114-67.9% | $4,581-78.2% | $4,212-76.3% |
| Admin fee / account holder | $139 | $4,811-97.1% | $8,261-98.3% | $7,344-98.1% |