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 | $1,452 | $51,175-97.2% | $70,515-97.9% | $75,163-98.1% |
| Participation rate | 71.7% | 60.9%+10.7pp | 68.3%+3.3pp | 67.2%+4.5pp |
| Annual return | 175.65% | 30.02%+145.6pp | 32.77%+142.9pp | 160.62%+15.0pp |
| Employer contribution / active EE | $467 | $1,826-74.4% | $2,973-84.3% | $2,670-82.5% |
| Participant deferral / active EE | $928 | $2,849-67.4% | $4,567-79.7% | $4,125-77.5% |
| Admin fee / account holder | $161 | $4,091-96.1% | $6,412-97.5% | $5,651-97.2% |