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 | $4,654 | $109,982-95.8% | $97,226-95.2% | $145,922-96.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.02% | 242.90%-227.9pp | 75.13%-60.1pp | 561.29%-546.3pp |
| Employer contribution / active EE | $850 | $3,084-72.5% | $2,729-68.9% | $4,660-81.8% |
| Participant deferral / active EE | $873 | $4,676-81.3% | $4,264-79.5% | $6,688-86.9% |
| Admin fee / account holder | $254 | $6,221-95.9% | $5,654-95.5% | $13,397-98.1% |