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 8-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 | $4,578 | $65,409-93.0% | $98,442-95.3% | $85,850-94.7% |
| Participation rate | 90.7% | 65.0%+25.7pp | 73.3%+17.4pp | 69.3%+21.4pp |
| Annual return | 321.62% | 21.76%+299.9pp | 1492.73%-1171.1pp | 318.53%+3.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,391 | $3,166-56.1% | $4,276-67.5% | $3,952-64.8% |
| Admin fee / account holder | $10 | $4,593-99.8% | $5,949-99.8% | $6,260-99.8% |