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 | $5,955 | $99,918-94.0% | $81,382-92.7% | $145,922-95.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.43% | 34.32%-16.9pp | 24.73%-7.3pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,105 | $2,978-62.9% | $2,463-55.1% | $4,660-76.3% |
| Participant deferral / active EE | $1,105 | $4,605-76.0% | $3,883-71.6% | $6,688-83.5% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |