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 | $4,725 | $51,175-90.8% | $70,515-93.3% | $75,163-93.7% |
| Participation rate | 76.8% | 60.9%+15.8pp | 68.3%+8.4pp | 67.2%+9.6pp |
| Annual return | 309.80% | 30.02%+279.8pp | 32.77%+277.0pp | 160.62%+149.2pp |
| Employer contribution / active EE | $922 | $1,826-49.5% | $2,973-69.0% | $2,670-65.5% |
| Participant deferral / active EE | $963 | $2,849-66.2% | $4,567-78.9% | $4,125-76.7% |
| Admin fee / account holder | $110 | $4,091-97.3% | $6,412-98.3% | $5,651-98.1% |