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 | $710 | $30,400-97.7% | $53,898-98.7% | $84,808-99.2% |
| Participation rate | 85.7% | 46.4%+39.3pp | 55.0%+30.8pp | 68.3%+17.4pp |
| Annual return | 21.55% | 500.19%-478.6pp | 528.60%-507.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $334 | $1,199-72.1% | $1,826-81.7% | $4,212-92.1% |
| Admin fee / account holder | $91 | $1,993-95.4% | $2,491-96.3% | $7,344-98.8% |