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 | $1,736 | $156,846-98.9% | $121,098-98.6% | $139,434-98.8% |
| Participation rate | 94.4% | 76.4%+18.0pp | 69.5%+25.0pp | 80.3%+14.1pp |
| Annual return | 121.95% | 1474.56%-1352.6pp | 985.75%-863.8pp | 372.94%-251.0pp |
| Employer contribution / active EE | $334 | $5,536-94.0% | $4,164-92.0% | $4,751-93.0% |
| Participant deferral / active EE | $1,044 | $4,844-78.4% | $4,080-74.4% | $6,710-84.4% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |