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 | $1,935 | $25,014-92.3% | $69,647-97.2% | $80,856-97.6% |
| Participation rate | 81.9% | 64.2%+17.7pp | 66.5%+15.5pp | 67.6%+14.3pp |
| Annual return | 45.70% | 19.07%+26.6pp | 100.48%-54.8pp | 35.59%+10.1pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $961 | $1,839-47.7% | $2,886-66.7% | $4,296-77.6% |
| Admin fee / account holder | $67 | $2,488-97.3% | $4,713-98.6% | $6,918-99.0% |