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 5-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 | $11,238 | $68,719-83.6% | $91,541-87.7% | $84,808-86.7% |
| Participation rate | 84.0% | 64.5%+19.5pp | 69.8%+14.3pp | 68.3%+15.7pp |
| Annual return | 61.29% | 19.12%+42.2pp | 20.50%+40.8pp | 40.90%+20.4pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,771 | $3,136-11.6% | $4,008-30.9% | $4,212-34.2% |
| Admin fee / account holder | $170 | $5,786-97.1% | $6,956-97.6% | $7,344-97.7% |