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 | $456 | $70,606-99.4% | $53,898-99.2% | $142,382-99.7% |
| Participation rate | 95.5% | 63.7%+31.7pp | 55.0%+40.5pp | 80.1%+15.3pp |
| Annual return | 8.19% | 619.81%-611.6pp | 528.60%-520.4pp | 217.08%-208.9pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $360 | $2,364-84.8% | $1,826-80.3% | $6,507-94.5% |
| Admin fee / account holder | $204 | $2,852-92.8% | $2,491-91.8% | $12,624-98.4% |