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 | $1,202 | $30,400-96.0% | $53,898-97.8% | $84,808-98.6% |
| Participation rate | 70.4% | 46.4%+23.9pp | 55.0%+15.4pp | 68.3%+2.1pp |
| Annual return | 37.91% | 500.19%-462.3pp | 528.60%-490.7pp | 40.90%-3.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $533 | $1,199-55.5% | $1,826-70.8% | $4,212-87.3% |
| Admin fee / account holder | $12 | $1,993-99.4% | $2,491-99.5% | $7,344-99.8% |