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 | $2,129 | $77,899-97.3% | $149,673-98.6% | $75,163-97.2% |
| Participation rate | 85.4% | 65.6%+19.8pp | 78.8%+6.6pp | 67.2%+18.2pp |
| Annual return | 33.24% | 31.72%+1.5pp | 134.42%-101.2pp | 160.62%-127.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,511 | $3,411-55.7% | $5,680-73.4% | $4,125-63.4% |
| Admin fee / account holder | $278 | $5,956-95.3% | $13,210-97.9% | $5,651-95.1% |