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 | $5,398 | $51,244-89.5% | $80,975-93.3% | $55,167-90.2% |
| Participation rate | 79.1% | 71.7%+7.4pp | 75.8%+3.3pp | 69.0%+10.1pp |
| Annual return | 0.00% | 17.39%-17.4pp | 17.10%-17.1pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,057 | $4,418-8.2% | $5,696-28.8% | $3,054+32.8% |
| Admin fee / account holder | $1 | $398-99.7% | $5,516-100.0% | $504-99.8% |