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 | $1,174 | $76,738-98.5% | $56,411-97.9% | $145,922-99.2% |
| Participation rate | 77.3% | 63.2%+14.1pp | 52.5%+24.8pp | 80.3%-3.0pp |
| Annual return | 13.14% | 2994.23%-2981.1pp | 1701.33%-1688.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $588 | $2,623-77.6% | $1,952-69.9% | $6,688-91.2% |
| Admin fee / account holder | $277 | $3,334-91.7% | $2,829-90.2% | $13,397-97.9% |