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 | $1,642 | $94,338-98.3% | $100,534-98.4% | $142,382-98.8% |
| Participation rate | 77.8% | 81.7%-4.0pp | 80.6%-2.8pp | 80.1%-2.3pp |
| Annual return | 87.30% | 29.20%+58.1pp | 32.66%+54.6pp | 217.08%-129.8pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $990 | $5,934-83.3% | $6,144-83.9% | $6,507-84.8% |
| Admin fee / account holder | $136 | $8,421-98.4% | $7,654-98.2% | $12,624-98.9% |