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 | $1,154 | $30,400-96.2% | $53,898-97.9% | $84,808-98.6% |
| Participation rate | 83.0% | 46.4%+36.5pp | 55.0%+28.0pp | 68.3%+14.7pp |
| Annual return | 27.11% | 500.19%-473.1pp | 528.60%-501.5pp | 40.90%-13.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $672 | $1,199-43.9% | $1,826-63.2% | $4,212-84.0% |
| Admin fee / account holder | $171 | $1,993-91.4% | $2,491-93.1% | $7,344-97.7% |