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 5-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 | $1,868 | $158,398-98.8% | $126,539-98.5% | $142,382-98.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 28.90% | 593.76%-564.9pp | 425.95%-397.0pp | 217.08%-188.2pp |
| Employer contribution / active EE | $351 | $4,650-92.4% | $3,674-90.4% | $4,299-91.8% |
| Participant deferral / active EE | $516 | $4,767-89.2% | $4,083-87.4% | $6,507-92.1% |
| Admin fee / account holder | $6 | $6,918-99.9% | $6,065-99.9% | $12,624-100.0% |