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 | $2,277 | $85,022-97.3% | $70,515-96.8% | $139,434-98.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 63.28% | 30.38%+32.9pp | 32.77%+30.5pp | 372.94%-309.7pp |
| Employer contribution / active EE | $1,057 | $3,909-73.0% | $2,973-64.5% | $4,751-77.8% |
| Participant deferral / active EE | $1,057 | $5,890-82.1% | $4,567-76.9% | $6,710-84.2% |
| Admin fee / account holder | $30 | $8,906-99.7% | $6,412-99.5% | $11,403-99.7% |