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 | $1,616 | $54,705-97.0% | $71,209-97.7% | $84,808-98.1% |
| Participation rate | 86.5% | 64.1%+22.4pp | 73.8%+12.7pp | 68.3%+18.2pp |
| Annual return | 28.43% | 35.90%-7.5pp | 282.51%-254.1pp | 40.90%-12.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,244 | $3,030-59.0% | $4,175-70.2% | $4,212-70.5% |
| Admin fee / account holder | $292 | $4,863-94.0% | $5,349-94.5% | $7,344-96.0% |