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 10-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 | $3,525 | $48,046-92.7% | $84,611-95.8% | $72,985-95.2% |
| Participation rate | 82.1% | 57.6%+24.6pp | 68.2%+13.9pp | 69.5%+12.7pp |
| Annual return | 188.71% | 37.38%+151.3pp | 258.74%-70.0pp | 81.00%+107.7pp |
| Employer contribution / active EE | $1,069 | $1,602-33.3% | $2,652-59.7% | $2,440-56.2% |
| Participant deferral / active EE | $1,850 | $2,680-31.0% | $3,899-52.5% | $3,607-48.7% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,912-100.0% | $5,124-100.0% |