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 | $2,740 | $57,354-95.2% | $83,848-96.7% | $64,186-95.7% |
| Participation rate | 90.6% | 68.6%+22.0pp | 76.1%+14.5pp | 69.6%+21.1pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,204 | $2,545-52.7% | $3,631-66.8% | $2,381-49.4% |
| Participant deferral / active EE | $1,843 | $2,993-38.4% | $4,082-54.8% | $3,470-46.9% |
| Admin fee / account holder | $125 | $4,046-96.9% | $5,478-97.7% | $4,888-97.4% |