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 3-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 | $1,876 | $49,922-96.2% | $80,569-97.7% | $75,163-97.5% |
| Participation rate | 89.5% | 55.3%+34.2pp | 67.0%+22.5pp | 67.2%+22.3pp |
| Annual return | 193.37% | 34.69%+158.7pp | 935.43%-742.1pp | 160.62%+32.8pp |
| Employer contribution / active EE | $608 | $1,698-64.2% | $2,723-77.7% | $2,670-77.2% |
| Participant deferral / active EE | $997 | $2,990-66.7% | $4,447-77.6% | $4,125-75.8% |
| Admin fee / account holder | $93 | $3,577-97.4% | $5,377-98.3% | $5,651-98.4% |