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 | $879 | $29,660-97.0% | $56,411-98.4% | $80,856-98.9% |
| Participation rate | 70.3% | 41.6%+28.7pp | 52.5%+17.8pp | 67.6%+2.7pp |
| Annual return | 12.08% | 35.23%-23.2pp | 1701.33%-1689.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $307 | $1,226-75.0% | $1,952-84.3% | $4,296-92.9% |
| Admin fee / account holder | $120 | $2,428-95.1% | $2,829-95.8% | $6,918-98.3% |