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 | $3,904 | $109,982-96.5% | $97,226-96.0% | $145,922-97.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 45.85% | 242.90%-197.1pp | 75.13%-29.3pp | 561.29%-515.4pp |
| Employer contribution / active EE | $1,060 | $3,084-65.6% | $2,729-61.2% | $4,660-77.3% |
| Participant deferral / active EE | $2,072 | $4,676-55.7% | $4,264-51.4% | $6,688-69.0% |
| Admin fee / account holder | $15 | $6,221-99.8% | $5,654-99.7% | $13,397-99.9% |