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 7-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 | $3,068 | $118,680-97.4% | $98,907-96.9% | $158,922-98.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 47.05% | 372.35%-325.3pp | 196.43%-149.4pp | 302.83%-255.8pp |
| Employer contribution / active EE | $802 | $3,333-75.9% | $2,689-70.2% | $4,761-83.2% |
| Participant deferral / active EE | $1,345 | $5,088-73.6% | $4,244-68.3% | $5,982-77.5% |
| Admin fee / account holder | $7 | $10,131-99.9% | $6,642-99.9% | $11,246-99.9% |