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 | $3,031 | $96,305-96.9% | $80,569-96.2% | $139,434-97.8% |
| Participation rate | 73.3% | 73.6%-0.3pp | 67.0%+6.3pp | 80.3%-7.0pp |
| Annual return | 41.67% | 1350.08%-1308.4pp | 935.43%-893.8pp | 372.94%-331.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,983 | $5,232-62.1% | $4,447-55.4% | $6,710-70.5% |
| Admin fee / account holder | $15 | $6,599-99.8% | $5,377-99.7% | $11,403-99.9% |