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 | $8,597 | $140,588-93.9% | $123,104-93.0% | $125,391-93.1% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,032 | $6,041-66.4% | $5,151-60.6% | $4,866-58.2% |
| Participant deferral / active EE | $5,079 | $6,980-27.2% | $6,230-18.5% | $5,352-5.1% |
| Admin fee / account holder | $12 | $11,198-99.9% | $9,015-99.9% | $9,540-99.9% |