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 | $2,061 | $69,207-97.0% | $64,056-96.8% | $139,434-98.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 36.22% | 45.88%-9.7pp | 33.69%+2.5pp | 372.94%-336.7pp |
| Employer contribution / active EE | $849 | $3,182-73.3% | $2,747-69.1% | $4,751-82.1% |
| Participant deferral / active EE | $849 | $4,682-81.9% | $3,880-78.1% | $6,710-87.4% |
| Admin fee / account holder | $27 | $4,244-99.4% | $3,068-99.1% | $11,403-99.8% |