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 | $1,994 | $156,846-98.7% | $121,098-98.4% | $139,434-98.6% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 39.84% | 1474.56%-1434.7pp | 985.75%-945.9pp | 372.94%-333.1pp |
| Employer contribution / active EE | $558 | $5,536-89.9% | $4,164-86.6% | $4,751-88.3% |
| Participant deferral / active EE | $578 | $4,844-88.1% | $4,080-85.8% | $6,710-91.4% |
| Admin fee / account holder | $9 | $6,946-99.9% | $5,644-99.8% | $11,403-99.9% |