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 | $2,530 | $88,751-97.1% | $81,812-96.9% | $145,922-98.3% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.3%+10.0pp | 80.3%+2.1pp |
| Annual return | 40.17% | 1025.40%-985.2pp | 773.79%-733.6pp | 561.29%-521.1pp |
| Employer contribution / active EE | $1,092 | $3,083-64.6% | $2,912-62.5% | $4,660-76.6% |
| Participant deferral / active EE | $1,140 | $4,643-75.4% | $4,319-73.6% | $6,688-82.9% |
| Admin fee / account holder | $201 | $8,415-97.6% | $7,386-97.3% | $13,397-98.5% |