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 | $12,727 | $103,376-87.7% | $87,100-85.4% | $152,861-91.7% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,746 | $3,220-14.7% | $2,521+8.9% | $4,762-42.3% |
| Participant deferral / active EE | $8,407 | $4,778+76.0% | $4,049+107.7% | $5,850+43.7% |
| Admin fee / account holder | $44 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |