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 | $4,375 | $65,685-93.3% | $57,179-92.3% | $273,961-98.4% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 122.59% | 21.99%+100.6pp | 14.59%+108.0pp | 41.45%+81.1pp |
| Employer contribution / active EE | $1,519 | $3,279-53.7% | $2,682-43.4% | $4,869-68.8% |
| Participant deferral / active EE | $2,382 | $3,782-37.0% | $3,096-23.1% | $5,287-54.9% |
| Admin fee / account holder | $1 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |