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 9-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 | $9,956 | $58,828-83.1% | $77,999-87.2% | $62,891-84.2% |
| Participation rate | 86.2% | 71.1%+15.1pp | 75.5%+10.7pp | 69.3%+16.9pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,403 | $1,672-16.0% | $2,470-43.2% | $2,281-38.5% |
| Participant deferral / active EE | $2,469 | $2,686-8.1% | $3,497-29.4% | $3,203-22.9% |
| Admin fee / account holder | $24 | $4,393-99.5% | $5,480-99.6% | $4,296-99.4% |