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 3-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 | $1,637 | $46,553-96.5% | $64,056-97.4% | $75,163-97.8% |
| Participation rate | 83.8% | 65.9%+17.8pp | 72.3%+11.5pp | 67.2%+16.6pp |
| Annual return | 54.89% | 26.03%+28.9pp | 33.69%+21.2pp | 160.62%-105.7pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,161 | $2,837-59.1% | $3,880-70.1% | $4,125-71.9% |
| Admin fee / account holder | $38 | $2,952-98.7% | $3,068-98.8% | $5,651-99.3% |