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 10-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 | $3,741 | $35,183-89.4% | $73,545-94.9% | $70,131-94.7% |
| Participation rate | 77.6% | 42.9%+34.7pp | 54.9%+22.7pp | 69.5%+8.0pp |
| Annual return | 18.15% | 26.90%-8.7pp | -15.16%+33.3pp | 73.14%-55.0pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $623 | $1,220-48.9% | $1,806-65.5% | $3,332-81.3% |
| Admin fee / account holder | $85 | $2,302-96.3% | $2,320-96.3% | $4,645-98.2% |