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 | $5,997 | $85,766-93.0% | $136,294-95.6% | $70,131-91.4% |
| Participation rate | 97.0% | 74.2%+22.8pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 73.26% | 31.45%+41.8pp | 5155.94%-5082.7pp | 73.14%+0.1pp |
| Employer contribution / active EE | $1,254 | $2,966-57.7% | $4,695-73.3% | $2,342-46.5% |
| Participant deferral / active EE | $3,988 | $5,051-21.0% | $6,247-36.2% | $3,332+19.7% |
| Admin fee / account holder | $10 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |