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 | $4,773 | $84,233-94.3% | $170,442-97.2% | $70,131-93.2% |
| Participation rate | 88.6% | 70.8%+17.7pp | 83.6%+5.0pp | 69.5%+19.0pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,204 | $3,387-64.5% | $5,433-77.8% | $2,342-48.6% |
| Participant deferral / active EE | $2,732 | $3,086-11.5% | $4,939-44.7% | $3,332-18.0% |
| Admin fee / account holder | $44 | $5,698-99.2% | $13,880-99.7% | $4,645-99.1% |