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 9-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 | $6,652 | $135,952-95.1% | $123,892-94.6% | $273,961-97.6% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,276 | $5,170-75.3% | $4,617-72.4% | $4,869-73.8% |
| Participant deferral / active EE | $4,495 | $6,343-29.1% | $5,984-24.9% | $5,287-15.0% |
| Admin fee / account holder | $20 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |