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 | $5,270 | $64,307-91.8% | $57,343-90.8% | $125,391-95.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 83.2%-8.2pp |
| Annual return | 0.00% | 25.12%-25.1pp | 24.39%-24.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,678 | $3,193-47.5% | $2,689-37.6% | $4,866-65.5% |
| Participant deferral / active EE | $2,380 | $3,848-38.2% | $3,162-24.7% | $5,352-55.5% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |