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 8-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 | $8,571 | $91,911-90.7% | $68,793-87.5% | $135,375-93.7% |
| Participation rate | 80.0% | 76.7%+3.3pp | 72.2%+7.8pp | 82.6%-2.6pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,070 | $3,924-72.7% | $2,625-59.2% | $4,779-77.6% |
| Participant deferral / active EE | $3,836 | $4,315-11.1% | $3,311+15.8% | $5,609-31.6% |
| Admin fee / account holder | $7 | $9,240-99.9% | $5,131-99.9% | $10,827-99.9% |