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 | $1,366 | $29,660-95.4% | $56,411-97.6% | $80,856-98.3% |
| Participation rate | 75.6% | 41.6%+34.0pp | 52.5%+23.1pp | 67.6%+8.0pp |
| Annual return | 14.35% | 35.23%-20.9pp | 1701.33%-1687.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $725 | $1,226-40.9% | $1,952-62.9% | $4,296-83.1% |
| Admin fee / account holder | $124 | $2,428-94.9% | $2,829-95.6% | $6,918-98.2% |