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 | $4,596 | $70,669-93.5% | $169,368-97.3% | $75,163-93.9% |
| Participation rate | 74.3% | 64.8%+9.5pp | 77.1%-2.9pp | 67.2%+7.1pp |
| Annual return | 38.21% | 36.36%+1.9pp | 405.60%-367.4pp | 160.62%-122.4pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,523 | $4,311-41.5% | $6,221-59.4% | $4,125-38.8% |
| Admin fee / account holder | $71 | $5,402-98.7% | $9,003-99.2% | $5,651-98.7% |