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 5-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 | $1,277 | $29,319-95.6% | $52,425-97.6% | $82,448-98.5% |
| Participation rate | 84.8% | 46.9%+37.9pp | 55.6%+29.2pp | 68.1%+16.7pp |
| Annual return | 19.99% | 535.20%-515.2pp | 302.12%-282.1pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $328 | $1,171-72.0% | $1,790-81.7% | $4,139-92.1% |
| Admin fee / account holder | $211 | $1,962-89.3% | $2,495-91.6% | $7,234-97.1% |