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 | $16,749 | $82,032-79.6% | $123,104-86.4% | $59,632-71.9% |
| Participation rate | 78.2% | 83.2%-5.0pp | 86.8%-8.6pp | 68.7%+9.5pp |
| Annual return | 0.00% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,072 | $3,297-37.1% | $5,151-59.8% | $2,203-5.9% |
| Participant deferral / active EE | $3,980 | $4,667-14.7% | $6,230-36.1% | $3,192+24.7% |
| Admin fee / account holder | $185 | $5,881-96.8% | $9,015-97.9% | $4,297-95.7% |