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 4-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 | $8,606 | $167,307-94.9% | $143,757-94.0% | $134,475-93.6% |
| Participation rate | 73.7% | 84.8%-11.1pp | 80.3%-6.6pp | 81.2%-7.5pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,127 | $5,619-62.1% | $4,951-57.0% | $4,740-55.1% |
| Participant deferral / active EE | $4,469 | $6,446-30.7% | $5,637-20.7% | $6,400-30.2% |
| Admin fee / account holder | $48 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |