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 | $2,765 | $70,669-96.1% | $169,368-98.4% | $75,163-96.3% |
| Participation rate | 78.4% | 64.8%+13.6pp | 77.1%+1.2pp | 67.2%+11.2pp |
| Annual return | 39.13% | 36.36%+2.8pp | 405.60%-366.5pp | 160.62%-121.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,243 | $4,311-48.0% | $6,221-63.9% | $4,125-45.6% |
| Admin fee / account holder | $173 | $5,402-96.8% | $9,003-98.1% | $5,651-96.9% |