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 | $4,934 | $99,079-95.0% | $77,999-93.7% | $273,961-98.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 33.66% | 217.93%-184.3pp | 425.96%-392.3pp | 41.45%-7.8pp |
| Employer contribution / active EE | $1,530 | $3,308-53.8% | $2,470-38.1% | $4,869-68.6% |
| Participant deferral / active EE | $1,629 | $4,306-62.2% | $3,497-53.4% | $5,287-69.2% |
| Admin fee / account holder | $72 | $8,954-99.2% | $5,480-98.7% | $10,132-99.3% |