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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,637 | $109,413-98.5% | $156,263-99.0% | $84,808-98.1% |
| Participation rate | 81.8% | 72.7%+9.1pp | 78.9%+2.9pp | 68.3%+13.5pp |
| Annual return | 57.05% | 20.18%+36.9pp | 59.47%-2.4pp | 40.90%+16.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,174 | $4,590-74.4% | $6,158-80.9% | $4,212-72.1% |
| Admin fee / account holder | $94 | $9,357-99.0% | $14,255-99.3% | $7,344-98.7% |