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 7-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 | $1,995 | $83,477-97.6% | $125,175-98.4% | $72,985-97.3% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.5%+18.5pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,028 | $3,585-43.4% | $4,937-58.9% | $3,607-43.8% |
| Admin fee / account holder | $38 | $5,517-99.3% | $9,702-99.6% | $5,124-99.3% |