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 | $4,046 | $64,707-93.7% | $112,228-96.4% | $68,494-94.1% |
| Participation rate | 98.2% | 67.2%+31.0pp | 75.1%+23.1pp | 67.9%+30.3pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $858 | $2,746-68.7% | $3,635-76.4% | $2,596-66.9% |
| Participant deferral / active EE | $1,736 | $3,565-51.3% | $4,728-63.3% | $4,027-56.9% |
| Admin fee / account holder | $1 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |