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 | $2,301 | $58,694-96.1% | $142,863-98.4% | $85,850-97.3% |
| Participation rate | 85.2% | 58.5%+26.7pp | 71.9%+13.3pp | 69.3%+15.9pp |
| Annual return | 137.84% | 27.72%+110.1pp | 5637.54%-5499.7pp | 318.53%-180.7pp |
| Employer contribution / active EE | $898 | $1,423-36.9% | $4,144-78.3% | $2,565-65.0% |
| Participant deferral / active EE | $1,131 | $2,607-56.6% | $3,837-70.5% | $3,952-71.4% |
| Admin fee / account holder | $3 | $4,239-99.9% | $6,560-100.0% | $6,260-100.0% |