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 | $711 | $76,738-99.1% | $56,411-98.7% | $145,922-99.5% |
| Participation rate | 94.7% | 63.2%+31.5pp | 52.5%+42.3pp | 80.3%+14.5pp |
| Annual return | 143.69% | 2994.23%-2850.5pp | 1701.33%-1557.6pp | 561.29%-417.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $748 | $2,623-71.5% | $1,952-61.7% | $6,688-88.8% |
| Admin fee / account holder | $30 | $3,334-99.1% | $2,829-98.9% | $13,397-99.8% |