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 10-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 | $116,596 | $503,327-76.8% | $164,721-29.2% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | - |
| Annual return | 0.61% | 55.68%-55.1pp | -5.84%+6.5pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $31,839-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $1,000-100.0% | - |