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 | $1,488 | $76,000-98.0% | $154,107-99.0% | $64,186-97.7% |
| Participation rate | 80.4% | 70.4%+10.0pp | 83.0%-2.6pp | 69.6%+10.8pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $506 | $3,351-84.9% | $5,298-90.5% | $2,381-78.8% |
| Participant deferral / active EE | $1,204 | $3,175-62.1% | $5,081-76.3% | $3,470-65.3% |
| Admin fee / account holder | $14 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |