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 6-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 | $6,736 | $98,750-93.2% | $149,696-95.5% | $79,858-91.6% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,580 | $3,216-50.9% | $4,644-66.0% | $2,471-36.1% |
| Participant deferral / active EE | $4,726 | $5,680-16.8% | $6,842-30.9% | $3,740+26.4% |
| Admin fee / account holder | $124 | $6,053-97.9% | $9,309-98.7% | $5,306-97.7% |