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 | $855 | $29,660-97.1% | $56,411-98.5% | $80,856-98.9% |
| Participation rate | 92.9% | 41.6%+51.2pp | 52.5%+40.4pp | 67.6%+25.2pp |
| Annual return | 13.31% | 35.23%-21.9pp | 1701.33%-1688.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $537 | $1,226-56.2% | $1,952-72.5% | $4,296-87.5% |
| Admin fee / account holder | $172 | $2,428-92.9% | $2,829-93.9% | $6,918-97.5% |