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 | $13,854 | $126,574-89.1% | $106,213-87.0% | $145,922-90.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.34% | 224.79%-212.4pp | 116.14%-103.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $990 | $3,730-73.5% | $3,171-68.8% | $4,660-78.8% |
| Participant deferral / active EE | $1,749 | $5,724-69.4% | $5,016-65.1% | $6,688-73.8% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |