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 6-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 | $4,497 | $67,984-93.4% | $65,493-93.1% | $74,304-93.9% |
| Participation rate | 82.4% | 66.3%+16.0pp | 73.1%+9.3pp | 60.3%+22.0pp |
| Annual return | 12.57% | 19.87%-7.3pp | 982.45%-969.9pp | 29.43%-16.9pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,398 | $3,346-58.2% | $3,961-64.7% | $3,767-62.9% |
| Admin fee / account holder | $250 | $1,373-81.8% | $5,028-95.0% | $2,969-91.6% |