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 | $522 | $27,915-98.1% | $58,482-99.1% | $75,163-99.3% |
| Participation rate | 96.4% | 38.8%+57.6pp | 50.9%+45.6pp | 67.2%+29.2pp |
| Annual return | 35.75% | 44.20%-8.4pp | 4239.32%-4203.6pp | 160.62%-124.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $448 | $1,201-62.7% | $1,924-76.7% | $4,125-89.1% |
| Admin fee / account holder | $93 | $1,726-94.6% | $2,516-96.3% | $5,651-98.3% |