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 | $976 | $29,319-96.7% | $52,425-98.1% | $82,448-98.8% |
| Participation rate | 85.5% | 46.9%+38.6pp | 55.6%+29.8pp | 68.1%+17.4pp |
| Annual return | 21.20% | 535.20%-514.0pp | 302.12%-280.9pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $302 | $1,171-74.2% | $1,790-83.1% | $4,139-92.7% |
| Admin fee / account holder | $73 | $1,962-96.3% | $2,495-97.1% | $7,234-99.0% |