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 | $5,467 | $54,726-90.0% | $68,793-92.1% | $64,186-91.5% |
| Participation rate | 88.9% | 68.0%+20.9pp | 72.2%+16.7pp | 69.6%+19.3pp |
| Annual return | 0.00% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,967 | $1,846+6.5% | $2,625-25.1% | $2,381-17.4% |
| Participant deferral / active EE | $2,892 | $2,626+10.1% | $3,311-12.7% | $3,470-16.6% |
| Admin fee / account holder | $159 | $4,027-96.1% | $5,131-96.9% | $4,888-96.7% |