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 | $22,343 | $78,422-71.5% | $95,952-76.7% | $79,858-72.0% |
| Participation rate | 79.7% | 73.5%+6.2pp | 77.1%+2.6pp | 69.6%+10.1pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,313 | $1,945+18.9% | $2,541-9.0% | $2,471-6.4% |
| Participant deferral / active EE | $3,619 | $3,440+5.2% | $4,167-13.1% | $3,740-3.2% |
| Admin fee / account holder | $76 | $5,622-98.7% | $6,795-98.9% | $5,306-98.6% |