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 | $3,867 | $158,398-97.6% | $126,539-96.9% | $142,382-97.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 21.57% | 593.76%-572.2pp | 425.95%-404.4pp | 217.08%-195.5pp |
| Employer contribution / active EE | $500 | $4,650-89.3% | $3,674-86.4% | $4,299-88.4% |
| Participant deferral / active EE | $684 | $4,767-85.7% | $4,083-83.3% | $6,507-89.5% |
| Admin fee / account holder | $128 | $6,918-98.1% | $6,065-97.9% | $12,624-99.0% |