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 | $4,940 | $67,331-92.7% | $60,874-91.9% | $134,475-96.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,354 | $3,096-56.3% | $2,701-49.9% | $4,740-71.4% |
| Participant deferral / active EE | $3,655 | $4,538-19.5% | $3,817-4.2% | $6,400-42.9% |
| Admin fee / account holder | $5 | $4,582-99.9% | $3,224-99.9% | $11,426-100.0% |