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 9-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 | $7,985 | $67,411-88.2% | $91,001-91.2% | $70,131-88.6% |
| Participation rate | 92.0% | 71.4%+20.6pp | 75.6%+16.4pp | 69.5%+22.5pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,754 | $1,786-1.8% | $2,456-28.6% | $2,342-25.1% |
| Participant deferral / active EE | $4,958 | $2,823+75.6% | $3,547+39.7% | $3,332+48.8% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |