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 7-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 | $737 | $60,022-98.8% | $88,946-99.2% | $84,808-99.1% |
| Participation rate | 78.0% | 57.8%+20.2pp | 68.8%+9.2pp | 68.3%+9.7pp |
| Annual return | 17.45% | 22.43%-5.0pp | 57.82%-40.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $4,811-100.0% | $8,261-100.0% | $7,344-100.0% |