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 | $1,987 | $48,795-95.9% | $65,493-97.0% | $84,808-97.7% |
| Participation rate | 85.7% | 67.0%+18.7pp | 73.1%+12.6pp | 68.3%+17.4pp |
| Annual return | 33.85% | 20.20%+13.7pp | 982.45%-948.6pp | 40.90%-7.0pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,227 | $2,928-58.1% | $3,961-69.0% | $4,212-70.9% |
| Admin fee / account holder | $30 | $3,877-99.2% | $5,028-99.4% | $7,344-99.6% |