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 | $2,664 | $51,175-94.8% | $70,515-96.2% | $75,163-96.5% |
| Participation rate | 85.0% | 60.9%+24.1pp | 68.3%+16.7pp | 67.2%+17.8pp |
| Annual return | 182.55% | 30.02%+152.5pp | 32.77%+149.8pp | 160.62%+21.9pp |
| Employer contribution / active EE | $585 | $1,826-67.9% | $2,973-80.3% | $2,670-78.1% |
| Participant deferral / active EE | $2,365 | $2,849-17.0% | $4,567-48.2% | $4,125-42.7% |
| Admin fee / account holder | $294 | $4,091-92.8% | $6,412-95.4% | $5,651-94.8% |