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 9-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 | $1,362 | $110,502-98.8% | $80,716-98.3% | $167,490-99.2% |
| Participation rate | 93.3% | 64.0%+29.4pp | 54.2%+39.2pp | 82.1%+11.2pp |
| Annual return | 17.68% | 120.54%-102.9pp | 87.28%-69.6pp | 478.56%-460.9pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $503 | $2,871-82.5% | $2,146-76.5% | $6,341-92.1% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |