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 | $5,039 | $167,307-97.0% | $143,757-96.5% | $134,475-96.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,773 | $5,619-68.5% | $4,951-64.2% | $4,740-62.6% |
| Participant deferral / active EE | $3,227 | $6,446-49.9% | $5,637-42.8% | $6,400-49.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |