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 | $4,928 | $69,207-92.9% | $64,056-92.3% | $139,434-96.5% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 0.00% | 45.88%-45.9pp | 33.69%-33.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,218 | $3,182-61.7% | $2,747-55.6% | $4,751-74.4% |
| Participant deferral / active EE | $2,958 | $4,682-36.8% | $3,880-23.8% | $6,710-55.9% |
| Admin fee / account holder | $34 | $4,244-99.2% | $3,068-98.9% | $11,403-99.7% |