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 | $2,858 | $96,305-97.0% | $80,569-96.5% | $139,434-98.0% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 27.90% | 1350.08%-1322.2pp | 935.43%-907.5pp | 372.94%-345.0pp |
| Employer contribution / active EE | $734 | $3,262-77.5% | $2,723-73.0% | $4,751-84.5% |
| Participant deferral / active EE | $1,072 | $5,232-79.5% | $4,447-75.9% | $6,710-84.0% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |