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 | $2,498 | $73,515-96.6% | $62,995-96.0% | $147,584-98.3% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.8%+3.0pp | 82.8%-5.1pp |
| Annual return | 18.92% | 175.43%-156.5pp | 87.57%-68.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,045 | $4,185-75.0% | $3,329-68.6% | $5,439-80.8% |
| Admin fee / account holder | $59 | $5,953-99.0% | $3,600-98.4% | $10,885-99.5% |