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 | $10,382 | $102,604-89.9% | $86,188-88.0% | $139,434-92.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 36.44% | 1922.51%-1886.1pp | 1168.45%-1132.0pp | 372.94%-336.5pp |
| Employer contribution / active EE | $2,037 | $3,032-32.8% | $2,380-14.4% | $4,751-57.1% |
| Participant deferral / active EE | $2,386 | $4,676-49.0% | $3,985-40.1% | $6,710-64.4% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |