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 | $876 | $30,400-97.1% | $53,898-98.4% | $84,808-99.0% |
| Participation rate | 90.6% | 46.4%+44.2pp | 55.0%+35.7pp | 68.3%+22.3pp |
| Annual return | 38.73% | 500.19%-461.5pp | 528.60%-489.9pp | 40.90%-2.2pp |
| Employer contribution / active EE | $291 | $603-51.6% | $932-68.7% | $2,631-88.9% |
| Participant deferral / active EE | $360 | $1,199-69.9% | $1,826-80.3% | $4,212-91.4% |
| Admin fee / account holder | $229 | $1,993-88.5% | $2,491-90.8% | $7,344-96.9% |