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 4-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 | $5,957 | $159,901-96.3% | $146,958-95.9% | $145,922-95.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.68% | 98.13%-73.5pp | 418.34%-393.7pp | 561.29%-536.6pp |
| Employer contribution / active EE | $1,546 | $5,286-70.7% | $4,933-68.7% | $4,660-66.8% |
| Participant deferral / active EE | $3,552 | $8,428-57.9% | $8,070-56.0% | $6,688-46.9% |
| Admin fee / account holder | $59 | $15,044-99.6% | $12,998-99.5% | $13,397-99.6% |