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 | $329 | $29,660-98.9% | $56,411-99.4% | $80,856-99.6% |
| Participation rate | 90.7% | 41.6%+49.1pp | 52.5%+38.3pp | 67.6%+23.1pp |
| Annual return | 0.00% | 35.23%-35.2pp | 1701.33%-1701.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $325 | $1,226-73.5% | $1,952-83.3% | $4,296-92.4% |
| Admin fee / account holder | $4 | $2,428-99.8% | $2,829-99.9% | $6,918-99.9% |