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 | $1,676 | $27,915-94.0% | $58,482-97.1% | $75,163-97.8% |
| Participation rate | 78.4% | 38.8%+39.6pp | 50.9%+27.6pp | 67.2%+11.2pp |
| Annual return | 37.11% | 44.20%-7.1pp | 4239.32%-4202.2pp | 160.62%-123.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $852 | $1,201-29.1% | $1,924-55.7% | $4,125-79.3% |
| Admin fee / account holder | $63 | $1,726-96.4% | $2,516-97.5% | $5,651-98.9% |