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 5-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 | $5,855 | $64,348-90.9% | $90,160-93.5% | $70,131-91.7% |
| Participation rate | 78.1% | 70.4%+7.7pp | 76.9%+1.2pp | 69.5%+8.6pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.88%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,955 | $4,389+12.9% | $5,288-6.3% | $3,332+48.7% |
| Admin fee / account holder | $2 | $3,944-100.0% | $5,943-100.0% | $4,645-100.0% |