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 4-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 | $5,925 | $61,774-90.4% | $97,226-93.9% | $80,856-92.7% |
| Participation rate | 84.6% | 63.5%+21.1pp | 72.7%+11.9pp | 67.6%+17.0pp |
| Annual return | 15.83% | -557.90%+573.7pp | 75.13%-59.3pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,806 | $1,837-1.7% | $2,729-33.8% | $2,755-34.4% |
| Participant deferral / active EE | $1,937 | $3,029-36.0% | $4,264-54.6% | $4,296-54.9% |
| Admin fee / account holder | $99 | $5,166-98.1% | $5,654-98.3% | $6,918-98.6% |