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 5-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 | $9,148 | $114,047-92.0% | $96,139-90.5% | $167,490-94.5% |
| Participation rate | 92.9% | 75.1%+17.8pp | 68.4%+24.4pp | 82.1%+10.8pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,714 | $3,427-20.8% | $2,797-3.0% | $4,837-43.9% |
| Participant deferral / active EE | $7,005 | $5,194+34.9% | $4,349+61.1% | $6,341+10.5% |
| Admin fee / account holder | $141 | $6,897-98.0% | $5,537-97.5% | $12,309-98.9% |