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 | $591 | $29,660-98.0% | $56,411-99.0% | $80,856-99.3% |
| Participation rate | 84.8% | 41.6%+43.1pp | 52.5%+32.3pp | 67.6%+17.1pp |
| Annual return | 35.32% | 35.23%+0.1pp | 1701.33%-1666.0pp | 35.59%-0.3pp |
| Employer contribution / active EE | $301 | $669-55.0% | $1,039-71.0% | $2,755-89.1% |
| Participant deferral / active EE | $355 | $1,226-71.0% | $1,952-81.8% | $4,296-91.7% |
| Admin fee / account holder | $112 | $2,428-95.4% | $2,829-96.0% | $6,918-98.4% |