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 | $6,152 | $102,604-94.0% | $86,188-92.9% | $139,434-95.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 30.17% | 1922.51%-1892.3pp | 1168.45%-1138.3pp | 372.94%-342.8pp |
| Employer contribution / active EE | $1,118 | $3,032-63.1% | $2,380-53.0% | $4,751-76.5% |
| Participant deferral / active EE | $2,471 | $4,676-47.2% | $3,985-38.0% | $6,710-63.2% |
| Admin fee / account holder | $5 | $8,657-99.9% | $6,852-99.9% | $11,403-100.0% |