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 6-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 | $2,235 | $152,509-98.5% | $117,472-98.1% | $134,475-98.3% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -19.92% | 52.99%-72.9pp | 29.74%-49.7pp | 417.96%-437.9pp |
| Employer contribution / active EE | $405 | $5,571-92.7% | $4,176-90.3% | $4,740-91.5% |
| Participant deferral / active EE | $405 | $4,818-91.6% | $4,070-90.0% | $6,400-93.7% |
| Admin fee / account holder | $9 | $7,004-99.9% | $5,645-99.8% | $11,426-99.9% |