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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,157 | $74,888-98.5% | $71,209-98.4% | $142,382-99.2% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 38.24% | 345.14%-306.9pp | 282.51%-244.3pp | 217.08%-178.8pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $537 | $4,454-87.9% | $4,175-87.1% | $6,507-91.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |