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 | $3,527 | $45,863-92.3% | $77,024-95.4% | $68,494-94.9% |
| Participation rate | 80.8% | 55.9%+24.9pp | 67.9%+12.9pp | 67.9%+12.9pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,024 | $1,650-37.9% | $2,812-63.6% | $2,596-60.5% |
| Participant deferral / active EE | $2,083 | $2,962-29.7% | $4,426-52.9% | $4,027-48.3% |
| Admin fee / account holder | $28 | $3,041-99.1% | $5,425-99.5% | $5,403-99.5% |