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 | $2,295 | $51,175-95.5% | $70,515-96.7% | $75,163-96.9% |
| Participation rate | 93.5% | 60.9%+32.6pp | 68.3%+25.2pp | 67.2%+26.4pp |
| Annual return | 30.97% | 30.02%+0.9pp | 32.77%-1.8pp | 160.62%-129.6pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,628 | $2,849-42.9% | $4,567-64.4% | $4,125-60.5% |
| Admin fee / account holder | $272 | $4,091-93.3% | $6,412-95.8% | $5,651-95.2% |