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 3-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 | $1,782 | $27,915-93.6% | $58,482-97.0% | $75,163-97.6% |
| Participation rate | 83.1% | 38.8%+44.2pp | 50.9%+32.2pp | 67.2%+15.9pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $733 | $669+9.6% | $1,053-30.4% | $2,670-72.5% |
| Participant deferral / active EE | $812 | $1,201-32.4% | $1,924-57.8% | $4,125-80.3% |
| Admin fee / account holder | $19 | $1,726-98.9% | $2,516-99.3% | $5,651-99.7% |