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 10-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 | $6,489 | $75,828-91.4% | $147,614-95.6% | $59,632-89.1% |
| Participation rate | 89.3% | 71.6%+17.7pp | 84.6%+4.7pp | 68.7%+20.6pp |
| Annual return | 0.09% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,207 | $3,130-61.5% | $4,895-75.3% | $3,192-62.2% |
| Admin fee / account holder | $183 | $5,985-96.9% | $11,611-98.4% | $4,297-95.7% |