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 7-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 | $4,893 | $48,046-89.8% | $84,611-94.2% | $72,985-93.3% |
| Participation rate | 88.9% | 57.6%+31.3pp | 68.2%+20.7pp | 69.5%+19.4pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,500 | $1,602-6.4% | $2,652-43.4% | $2,440-38.5% |
| Participant deferral / active EE | $2,568 | $2,680-4.2% | $3,899-34.1% | $3,607-28.8% |
| Admin fee / account holder | $60 | $3,395-98.2% | $4,912-98.8% | $5,124-98.8% |