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 | $1,269 | $30,400-95.8% | $53,898-97.6% | $84,808-98.5% |
| Participation rate | 96.3% | 46.4%+49.9pp | 55.0%+41.3pp | 68.3%+28.0pp |
| Annual return | 30.73% | 500.19%-469.5pp | 528.60%-497.9pp | 40.90%-10.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $740 | $1,199-38.3% | $1,826-59.5% | $4,212-82.4% |
| Admin fee / account holder | $139 | $1,993-93.0% | $2,491-94.4% | $7,344-98.1% |