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 | $1,198 | $22,587-94.7% | $65,255-98.2% | $75,163-98.4% |
| Participation rate | 78.4% | 63.1%+15.3pp | 65.0%+13.5pp | 67.2%+11.2pp |
| Annual return | 178.31% | 71.03%+107.3pp | 47.35%+131.0pp | 160.62%+17.7pp |
| Employer contribution / active EE | $472 | $941-49.8% | $1,691-72.1% | $2,670-82.3% |
| Participant deferral / active EE | $1,505 | $1,695-11.2% | $2,831-46.8% | $4,125-63.5% |
| Admin fee / account holder | $49 | $1,876-97.4% | $4,112-98.8% | $5,651-99.1% |