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 | $1,664 | $74,888-97.8% | $71,209-97.7% | $142,382-98.8% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 34.83% | 345.14%-310.3pp | 282.51%-247.7pp | 217.08%-182.3pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,012 | $4,454-77.3% | $4,175-75.8% | $6,507-84.5% |
| Admin fee / account holder | $26 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |