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 | $6,436 | $85,202-92.4% | $172,739-96.3% | $72,985-91.2% |
| Participation rate | 72.5% | 70.1%+2.4pp | 82.6%-10.1pp | 69.5%+3.0pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,099 | $3,324-67.0% | $5,143-78.6% | $2,440-55.0% |
| Participant deferral / active EE | $2,714 | $3,260-16.8% | $5,198-47.8% | $3,607-24.8% |
| Admin fee / account holder | $60 | $5,884-99.0% | $13,954-99.6% | $5,124-98.8% |