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 8-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 | $1,731 | $96,484-98.2% | $75,886-97.7% | $152,861-98.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 38.33% | 33.98%+4.3pp | 30.76%+7.6pp | 345.32%-307.0pp |
| Employer contribution / active EE | $523 | $3,309-84.2% | $2,500-79.1% | $4,762-89.0% |
| Participant deferral / active EE | $1,120 | $4,553-75.4% | $3,603-68.9% | $5,850-80.8% |
| Admin fee / account holder | $45 | $8,078-99.4% | $5,418-99.2% | $11,596-99.6% |