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 | $5,237 | $105,931-95.1% | $81,930-93.6% | $158,922-96.7% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.0%-72.0pp | 82.0%-82.0pp |
| Annual return | 17.13% | 38.17%-21.0pp | 29.49%-12.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $13,003-100.0% | $7,107-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |