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 | $3,310 | $81,248-95.9% | $155,509-97.9% | $80,856-95.9% |
| Participation rate | 75.9% | 66.2%+9.6pp | 78.2%-2.3pp | 67.6%+8.2pp |
| Annual return | 11.78% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $998 | $3,452-71.1% | $5,626-82.3% | $4,296-76.8% |
| Admin fee / account holder | $106 | $7,997-98.7% | $15,912-99.3% | $6,918-98.5% |