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 4-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 | $4,035 | $69,010-94.2% | $159,960-97.5% | $68,494-94.1% |
| Participation rate | 85.2% | 65.4%+19.8pp | 78.0%+7.2pp | 67.9%+17.3pp |
| Annual return | 0.00% | -9.65%+9.6pp | 408.60%-408.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $989 | $2,213-55.3% | $4,226-76.6% | $2,596-61.9% |
| Participant deferral / active EE | $2,882 | $4,212-31.6% | $6,182-53.4% | $4,027-28.4% |
| Admin fee / account holder | $22 | $4,798-99.5% | $8,698-99.7% | $5,403-99.6% |