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 | $2,578 | $105,126-97.5% | $94,646-97.3% | $139,434-98.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 482.04% | 38.03%+444.0pp | 156.71%+325.3pp | 372.94%+109.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,299 | $7,599-69.7% | $7,418-69.0% | $6,710-65.7% |
| Admin fee / account holder | $28 | $8,984-99.7% | $7,231-99.6% | $11,403-99.8% |