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 | $801 | $49,922-98.4% | $80,569-99.0% | $75,163-98.9% |
| Participation rate | 81.6% | 55.3%+26.3pp | 67.0%+14.6pp | 67.2%+14.4pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $751 | $2,990-74.9% | $4,447-83.1% | $4,125-81.8% |
| Admin fee / account holder | $50 | $3,577-98.6% | $5,377-99.1% | $5,651-99.1% |