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 10-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 | $4,303 | $54,380-92.1% | $68,509-93.7% | $59,632-92.8% |
| Participation rate | 79.3% | 70.2%+9.1pp | 74.7%+4.6pp | 68.7%+10.6pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $876 | $1,539-43.1% | $2,278-61.6% | $2,203-60.2% |
| Participant deferral / active EE | $1,192 | $2,643-54.9% | $3,382-64.8% | $3,192-62.7% |
| Admin fee / account holder | $37 | $3,885-99.0% | $5,275-99.3% | $4,297-99.1% |