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 3-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 | $3,718 | $72,400-94.9% | $67,502-94.5% | $145,922-97.5% |
| Participation rate | 93.3% | 76.9%+16.5pp | 72.9%+20.5pp | 80.3%+13.1pp |
| Annual return | 15.79% | 7182.46%-7166.7pp | 3512.12%-3496.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $859 | $3,069-72.0% | $2,731-68.6% | $4,660-81.6% |
| Participant deferral / active EE | $1,277 | $4,783-73.3% | $4,000-68.1% | $6,688-80.9% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |