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 10-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 | $10,001 | $54,380-81.6% | $68,509-85.4% | $59,632-83.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 97.98% | 2.83%+95.2pp | 8.27%+89.7pp | 2041.28%-1943.3pp |
| Employer contribution / active EE | $4,009 | $1,539+160.6% | $2,278+76.0% | $2,203+82.0% |
| Participant deferral / active EE | $1,673 | $2,643-36.7% | $3,382-50.5% | $3,192-47.6% |
| Admin fee / account holder | $96 | $3,885-97.5% | $5,275-98.2% | $4,297-97.8% |