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 5-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 | $1,164 | $76,738-98.5% | $56,411-97.9% | $145,922-99.2% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.3pp | 80.3%-7.5pp |
| Annual return | 11.21% | 2994.23%-2983.0pp | 1701.33%-1690.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $329 | $2,623-87.5% | $1,952-83.2% | $6,688-95.1% |
| Admin fee / account holder | $14 | $3,334-99.6% | $2,829-99.5% | $13,397-99.9% |