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 7-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 | $14,608 | $72,492-79.8% | $87,100-83.2% | $72,985-80.0% |
| Participation rate | 81.0% | 72.8%+8.1pp | 76.9%+4.1pp | 69.5%+11.5pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,590 | $1,894+89.6% | $2,521+42.4% | $2,440+47.2% |
| Participant deferral / active EE | $8,002 | $3,270+144.7% | $4,049+97.6% | $3,607+121.8% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |