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 | $3,045 | $61,774-95.1% | $97,226-96.9% | $80,856-96.2% |
| Participation rate | 77.4% | 63.5%+13.9pp | 72.7%+4.7pp | 67.6%+9.8pp |
| Annual return | 14.54% | -557.90%+572.4pp | 75.13%-60.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,070 | $3,029-64.7% | $4,264-74.9% | $4,296-75.1% |
| Admin fee / account holder | $5 | $5,166-99.9% | $5,654-99.9% | $6,918-99.9% |