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 | $2,738 | $118,450-97.7% | $98,439-97.2% | $139,434-98.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 158.49% | 18.94%+139.6pp | 21.16%+137.3pp | 372.94%-214.4pp |
| Employer contribution / active EE | $1,268 | $3,609-64.9% | $3,048-58.4% | $4,751-73.3% |
| Participant deferral / active EE | $1,586 | $5,392-70.6% | $4,738-66.5% | $6,710-76.4% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |