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 | $1,253 | $58,208-97.8% | $81,812-98.5% | $80,856-98.5% |
| Participation rate | 85.4% | 63.4%+22.0pp | 72.3%+13.0pp | 67.6%+17.7pp |
| Annual return | 16.05% | 41.66%-25.6pp | 773.79%-757.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $713 | $3,281-78.3% | $4,319-83.5% | $4,296-83.4% |
| Admin fee / account holder | $30 | $4,981-99.4% | $7,386-99.6% | $6,918-99.6% |