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 | $2,813 | $113,339-97.5% | $94,993-97.0% | $147,584-98.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 52.26% | 20.77%+31.5pp | 27.12%+25.1pp | 578.55%-526.3pp |
| Employer contribution / active EE | $910 | $3,160-71.2% | $2,603-65.0% | $4,876-81.3% |
| Participant deferral / active EE | $1,503 | $3,777-60.2% | $3,317-54.7% | $5,439-72.4% |
| Admin fee / account holder | $45 | $6,063-99.3% | $4,960-99.1% | $10,885-99.6% |