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 | $1,652 | $29,660-94.4% | $56,411-97.1% | $80,856-98.0% |
| Participation rate | 87.2% | 41.6%+45.5pp | 52.5%+34.7pp | 67.6%+19.5pp |
| Annual return | 14.84% | 35.23%-20.4pp | 1701.33%-1686.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $718 | $1,226-41.4% | $1,952-63.2% | $4,296-83.3% |
| Admin fee / account holder | $71 | $2,428-97.1% | $2,829-97.5% | $6,918-99.0% |