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 | $10,113 | $98,750-89.8% | $149,696-93.2% | $79,858-87.3% |
| Participation rate | 80.5% | 75.8%+4.7pp | 82.5%-2.0pp | 69.6%+10.9pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,607 | $3,216-18.9% | $4,644-43.9% | $2,471+5.5% |
| Participant deferral / active EE | $4,990 | $5,680-12.1% | $6,842-27.1% | $3,740+33.4% |
| Admin fee / account holder | $172 | $6,053-97.2% | $9,309-98.2% | $5,306-96.8% |