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 | $1,312 | $27,915-95.3% | $58,482-97.8% | $75,163-98.3% |
| Participation rate | 74.4% | 38.8%+35.6pp | 50.9%+23.6pp | 67.2%+7.2pp |
| Annual return | 60.17% | 44.20%+16.0pp | 4239.32%-4179.1pp | 160.62%-100.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $935 | $1,201-22.1% | $1,924-51.4% | $4,125-77.3% |
| Admin fee / account holder | $107 | $1,726-93.8% | $2,516-95.7% | $5,651-98.1% |