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 10-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 | $5,216 | $42,383-87.7% | $76,523-93.2% | $64,186-91.9% |
| Participation rate | 95.1% | 58.1%+37.0pp | 68.0%+27.1pp | 69.6%+25.6pp |
| Annual return | -4.88% | -16.54%+11.7pp | -0.27%-4.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $712 | $1,563-54.5% | $2,647-73.1% | $2,381-70.1% |
| Participant deferral / active EE | $1,345 | $2,566-47.6% | $3,835-64.9% | $3,470-61.2% |
| Admin fee / account holder | $55 | $3,198-98.3% | $4,848-98.9% | $4,888-98.9% |