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 | $9,931 | $70,475-85.9% | $100,516-90.1% | $79,858-87.6% |
| Participation rate | 88.2% | 73.7%+14.5pp | 79.4%+8.8pp | 69.6%+18.5pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,454 | $2,165+13.4% | $3,418-28.2% | $2,471-0.7% |
| Participant deferral / active EE | $5,112 | $5,181-1.3% | $6,270-18.5% | $3,740+36.7% |
| Admin fee / account holder | $125 | $4,478-97.2% | $8,081-98.5% | $5,306-97.7% |