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 | $5,809 | $47,479-87.8% | $62,929-90.8% | $82,448-93.0% |
| Participation rate | 82.1% | 66.9%+15.3pp | 73.1%+9.0pp | 68.1%+14.1pp |
| Annual return | 19.11% | 20.34%-1.2pp | 1063.93%-1044.8pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,456 | $2,870-49.3% | $3,888-62.6% | $4,139-64.8% |
| Admin fee / account holder | $61 | $3,804-98.4% | $5,065-98.8% | $7,234-99.2% |