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 | $5,560 | $110,261-95.0% | $95,745-94.2% | $139,434-96.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 53.58% | 27.11%+26.5pp | 28.35%+25.2pp | 372.94%-319.4pp |
| Employer contribution / active EE | $1,787 | $3,257-45.1% | $2,835-37.0% | $4,751-62.4% |
| Participant deferral / active EE | $2,153 | $4,676-54.0% | $4,245-49.3% | $6,710-67.9% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |