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 | $1,316 | $30,400-95.7% | $53,898-97.6% | $84,808-98.4% |
| Participation rate | 83.8% | 46.4%+37.3pp | 55.0%+28.8pp | 68.3%+15.5pp |
| Annual return | 23.35% | 500.19%-476.8pp | 528.60%-505.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $651 | $1,199-45.7% | $1,826-64.4% | $4,212-84.5% |
| Admin fee / account holder | $281 | $1,993-85.9% | $2,491-88.7% | $7,344-96.2% |