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 6-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 | $4,939 | $115,770-95.7% | $101,248-95.1% | $158,922-96.9% |
| Participation rate | 95.8% | 79.4%+16.5pp | 75.8%+20.0pp | 82.0%+13.9pp |
| Annual return | 1373.96% | 56.14%+1317.8pp | 46.47%+1327.5pp | 302.83%+1071.1pp |
| Employer contribution / active EE | $1,083 | $4,175-74.1% | $3,660-70.4% | $4,761-77.3% |
| Participant deferral / active EE | $1,368 | $4,957-72.4% | $4,370-68.7% | $5,982-77.1% |
| Admin fee / account holder | $265 | $7,245-96.3% | $5,945-95.5% | $11,246-97.6% |