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 4-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 | $4,532 | $74,706-93.9% | $75,696-94.0% | $79,386-94.3% |
| Participation rate | 96.6% | 75.3%+21.2pp | 74.8%+21.7pp | 70.7%+25.8pp |
| Annual return | 0.00% | 18.52%-18.5pp | 104.53%-104.5pp | 116.85%-116.9pp |
| Employer contribution / active EE | $2,139 | $2,590-17.4% | $2,743-22.0% | $2,427-11.9% |
| Participant deferral / active EE | $3,163 | $3,533-10.5% | $3,821-17.2% | $4,046-21.8% |
| Admin fee / account holder | $285 | $374-23.8% | $3,619-92.1% | $626-54.5% |