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 | $724 | $57,281-98.7% | $86,612-99.2% | $75,163-99.0% |
| Participation rate | 91.0% | 63.2%+27.8pp | 71.7%+19.3pp | 67.2%+23.8pp |
| Annual return | 14.45% | 2670.75%-2656.3pp | 591.07%-576.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $870 | $3,318-73.8% | $4,438-80.4% | $4,125-78.9% |
| Admin fee / account holder | $218 | $4,112-94.7% | $5,614-96.1% | $5,651-96.2% |