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 | $809 | $54,705-98.5% | $71,209-98.9% | $84,808-99.0% |
| Participation rate | 76.1% | 64.1%+12.0pp | 73.8%+2.3pp | 68.3%+7.8pp |
| Annual return | 90.61% | 35.90%+54.7pp | 282.51%-191.9pp | 40.90%+49.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $687 | $3,030-77.3% | $4,175-83.6% | $4,212-83.7% |
| Admin fee / account holder | $236 | $4,863-95.2% | $5,349-95.6% | $7,344-96.8% |