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 | $7,918 | $77,314-89.8% | $177,989-95.6% | $80,856-90.2% |
| Participation rate | 75.0% | 65.7%+9.3pp | 77.1%-2.1pp | 67.6%+7.4pp |
| Annual return | 13.06% | 18.09%-5.0pp | 294.48%-281.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,482 | $4,411-43.7% | $6,276-60.5% | $4,296-42.2% |
| Admin fee / account holder | $12 | $7,191-99.8% | $10,363-99.9% | $6,918-99.8% |