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 3-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 | $4,094 | $158,398-97.4% | $126,539-96.8% | $142,382-97.1% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 34.82% | 593.76%-558.9pp | 425.95%-391.1pp | 217.08%-182.3pp |
| Employer contribution / active EE | $845 | $4,650-81.8% | $3,674-77.0% | $4,299-80.3% |
| Participant deferral / active EE | $961 | $4,767-79.8% | $4,083-76.5% | $6,507-85.2% |
| Admin fee / account holder | $287 | $6,918-95.9% | $6,065-95.3% | $12,624-97.7% |