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 | $5,587 | $108,172-94.8% | $77,482-92.8% | $158,922-96.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 53.91% | 31.67%+22.2pp | 54.79%-0.9pp | 302.83%-248.9pp |
| Employer contribution / active EE | $1,680 | $1,325+26.8% | $986+70.3% | $4,761-64.7% |
| Participant deferral / active EE | $1,636 | $2,456-33.4% | $1,861-12.1% | $5,982-72.7% |
| Admin fee / account holder | $13 | $3,708-99.6% | $2,858-99.5% | $11,246-99.9% |