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 4-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 | $14,415 | $64,707-77.7% | $112,228-87.2% | $68,494-79.0% |
| Participation rate | 74.1% | 67.2%+6.9pp | 75.1%-1.0pp | 67.9%+6.2pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,752 | $2,746+0.2% | $3,635-24.3% | $2,596+6.0% |
| Participant deferral / active EE | $9,752 | $3,565+173.6% | $4,728+106.3% | $4,027+142.2% |
| Admin fee / account holder | $88 | $5,232-98.3% | $6,410-98.6% | $5,403-98.4% |