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 8-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 | $2,459 | $76,000-96.8% | $154,107-98.4% | $64,186-96.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $889 | $3,351-73.5% | $5,298-83.2% | $2,381-62.7% |
| Participant deferral / active EE | $1,800 | $3,175-43.3% | $5,081-64.6% | $3,470-48.1% |
| Admin fee / account holder | $11 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |