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 | $475 | $27,915-98.3% | $58,482-99.2% | $75,163-99.4% |
| Participation rate | 71.9% | 38.8%+33.1pp | 50.9%+21.1pp | 67.2%+4.7pp |
| Annual return | 8942.86% | 44.20%+8898.7pp | 4239.32%+4703.5pp | 160.62%+8782.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $382 | $1,201-68.2% | $1,924-80.1% | $4,125-90.7% |
| Admin fee / account holder | $13 | $1,726-99.3% | $2,516-99.5% | $5,651-99.8% |