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 | $6,543 | $67,606-90.3% | $82,313-92.1% | $70,131-90.7% |
| Participation rate | 87.0% | 72.8%+14.2pp | 76.9%+10.1pp | 69.5%+17.4pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,165 | $2,987+72.9% | $3,706+39.4% | $3,332+55.0% |
| Admin fee / account holder | $222 | $4,512-95.1% | $5,608-96.0% | $4,645-95.2% |