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 10-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 | $2,256 | $90,320-97.5% | $59,496-96.2% | $125,391-98.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -4.36% | 369.13%-373.5pp | 182.05%-186.4pp | 282.22%-286.6pp |
| Employer contribution / active EE | $580 | $1,792-67.6% | $1,153-49.7% | $4,866-88.1% |
| Participant deferral / active EE | $1,041 | $2,716-61.7% | $1,829-43.1% | $5,352-80.6% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |