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 | $57,590-91.4% | $86,233-94.2% | $82,448-94.0% |
| Participation rate | 72.9% | 57.9%+15.1pp | 69.0%+3.9pp | 68.1%+4.8pp |
| Annual return | 22.41% | 22.41%0pp | 61.39%-39.0pp | 41.64%-19.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $999 | $3,080-67.6% | $4,559-78.1% | $4,139-75.9% |
| Admin fee / account holder | $139 | $4,730-97.1% | $8,342-98.3% | $7,234-98.1% |