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 6-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 | $4,600 | $124,281-96.3% | $109,143-95.8% | $167,490-97.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 29.95% | 26.04%+3.9pp | 25.75%+4.2pp | 478.56%-448.6pp |
| Employer contribution / active EE | $1,533 | $4,207-63.6% | $3,722-58.8% | $4,837-68.3% |
| Participant deferral / active EE | $1,864 | $5,255-64.5% | $4,653-59.9% | $6,341-70.6% |
| Admin fee / account holder | $12 | $7,970-99.9% | $6,752-99.8% | $12,309-99.9% |