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 10-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 | $5,719 | $47,479-88.0% | $62,929-90.9% | $82,448-93.1% |
| Participation rate | 84.3% | 66.9%+17.4pp | 73.1%+11.2pp | 68.1%+16.2pp |
| Annual return | 16.36% | 20.34%-4.0pp | 1063.93%-1047.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,029 | $2,870-64.1% | $3,888-73.5% | $4,139-75.1% |
| Admin fee / account holder | $12 | $3,804-99.7% | $5,065-99.8% | $7,234-99.8% |