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 | $8,002 | $73,867-89.2% | $143,757-94.4% | $68,494-88.3% |
| Participation rate | 81.8% | 66.7%+15.2pp | 80.3%+1.5pp | 67.9%+13.9pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,742 | $3,184+17.5% | $4,951-24.4% | $2,596+44.1% |
| Participant deferral / active EE | $5,991 | $3,384+77.0% | $5,637+6.3% | $4,027+48.8% |
| Admin fee / account holder | $43 | $5,755-99.3% | $14,673-99.7% | $5,403-99.2% |