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 | $1,118 | $76,738-98.5% | $56,411-98.0% | $145,922-99.2% |
| Participation rate | 78.9% | 63.2%+15.7pp | 52.5%+26.5pp | 80.3%-1.3pp |
| Annual return | 16.32% | 2994.23%-2977.9pp | 1701.33%-1685.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $396 | $2,623-84.9% | $1,952-79.7% | $6,688-94.1% |
| Admin fee / account holder | $4 | $3,334-99.9% | $2,829-99.9% | $13,397-100.0% |