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 | $636 | $104,974-99.4% | $95,585-99.3% | $142,382-99.6% |
| Participation rate | 89.5% | 75.0%+14.5pp | 72.1%+17.4pp | 80.1%+9.4pp |
| Annual return | 95.92% | 210.33%-114.4pp | 38.56%+57.4pp | 217.08%-121.2pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $542 | $4,352-87.5% | $4,023-86.5% | $6,507-91.7% |
| Admin fee / account holder | $27 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |