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 | $2,579 | $80,717-96.8% | $154,803-98.3% | $84,808-97.0% |
| Participation rate | 81.1% | 66.8%+14.3pp | 78.1%+3.1pp | 68.3%+12.8pp |
| Annual return | 31.09% | 37.96%-6.9pp | 58.88%-27.8pp | 40.90%-9.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,278 | $3,303-61.3% | $5,540-76.9% | $4,212-69.7% |
| Admin fee / account holder | $214 | $6,746-96.8% | $14,329-98.5% | $7,344-97.1% |