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 3-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 | $5,056 | $58,208-91.3% | $81,812-93.8% | $80,856-93.7% |
| Participation rate | 79.4% | 63.4%+16.0pp | 72.3%+7.0pp | 67.6%+11.7pp |
| Annual return | 0.00% | 41.66%-41.7pp | 773.79%-773.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $964 | $2,340-58.8% | $2,912-66.9% | $2,755-65.0% |
| Participant deferral / active EE | $3,113 | $3,281-5.1% | $4,319-27.9% | $4,296-27.5% |
| Admin fee / account holder | $69 | $4,981-98.6% | $7,386-99.1% | $6,918-99.0% |