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 | $732 | $76,738-99.0% | $56,411-98.7% | $145,922-99.5% |
| Participation rate | 90.0% | 63.2%+26.8pp | 52.5%+37.5pp | 80.3%+9.7pp |
| Annual return | 8.06% | 2994.23%-2986.2pp | 1701.33%-1693.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $390 | $2,623-85.1% | $1,952-80.0% | $6,688-94.2% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |