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 | $67,823-99.3% | $52,425-99.1% | $137,256-99.7% |
| Participation rate | 95.5% | 63.9%+31.5pp | 55.6%+39.8pp | 80.0%+15.5pp |
| Annual return | 8.19% | 219.11%-210.9pp | 302.12%-293.9pp | 220.34%-212.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $360 | $2,288-84.3% | $1,790-79.9% | $6,407-94.4% |
| Admin fee / account holder | $204 | $2,844-92.8% | $2,495-91.8% | $12,270-98.3% |