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 3-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 | $5,001 | $91,538-94.5% | $129,995-96.2% | $75,163-93.3% |
| Participation rate | 85.2% | 71.4%+13.7pp | 78.5%+6.7pp | 67.2%+18.0pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,299 | $2,845-54.4% | $4,320-69.9% | $2,670-51.4% |
| Participant deferral / active EE | $2,838 | $4,341-34.6% | $5,820-51.2% | $4,125-31.2% |
| Admin fee / account holder | $148 | $6,790-97.8% | $10,614-98.6% | $5,651-97.4% |