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 | $5,350 | $100,773-94.7% | $88,946-94.0% | $142,382-96.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 32.47% | 70.18%-37.7pp | 57.82%-25.4pp | 217.08%-184.6pp |
| Employer contribution / active EE | $760 | $2,918-74.0% | $2,555-70.3% | $4,299-82.3% |
| Participant deferral / active EE | $1,153 | $5,230-78.0% | $4,581-74.8% | $6,507-82.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |