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 | $2,429 | $100,004-97.6% | $81,438-97.0% | $145,959-98.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 34.34%-21.0pp | 24.74%-11.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $928 | $4,603-79.8% | $3,883-76.1% | $6,689-86.1% |
| Admin fee / account holder | $38 | $8,202-99.5% | $5,764-99.3% | $13,398-99.7% |