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 | $3,724 | $46,553-92.0% | $64,056-94.2% | $75,163-95.0% |
| Participation rate | 85.7% | 65.9%+19.8pp | 72.3%+13.4pp | 67.2%+18.5pp |
| Annual return | 57.54% | 26.03%+31.5pp | 33.69%+23.9pp | 160.62%-103.1pp |
| Employer contribution / active EE | $733 | $1,974-62.9% | $2,747-73.3% | $2,670-72.6% |
| Participant deferral / active EE | $1,972 | $2,837-30.5% | $3,880-49.2% | $4,125-52.2% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |