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 | $2,586 | $51,175-94.9% | $70,515-96.3% | $75,163-96.6% |
| Participation rate | 97.0% | 60.9%+36.0pp | 68.3%+28.6pp | 67.2%+29.8pp |
| Annual return | 32.37% | 30.02%+2.3pp | 32.77%-0.4pp | 160.62%-128.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,466 | $2,849-13.5% | $4,567-46.0% | $4,125-40.2% |
| Admin fee / account holder | $270 | $4,091-93.4% | $6,412-95.8% | $5,651-95.2% |