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 5-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 | $1,178 | $30,400-96.1% | $53,898-97.8% | $84,808-98.6% |
| Participation rate | 88.0% | 46.4%+41.6pp | 55.0%+33.0pp | 68.3%+19.7pp |
| Annual return | 131.00% | 500.19%-369.2pp | 528.60%-397.6pp | 40.90%+90.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,304 | $1,199+8.8% | $1,826-28.6% | $4,212-69.0% |
| Admin fee / account holder | $21 | $1,993-98.9% | $2,491-99.1% | $7,344-99.7% |