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 | $1,085 | $81,625-98.7% | $58,482-98.1% | $139,434-99.2% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $545 | $1,398-61.0% | $1,053-48.3% | $4,751-88.5% |
| Participant deferral / active EE | $675 | $2,557-73.6% | $1,924-64.9% | $6,710-89.9% |
| Admin fee / account holder | $272 | $3,265-91.7% | $2,516-89.2% | $11,403-97.6% |