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 5-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 | $4,051 | $124,281-96.7% | $109,143-96.3% | $167,490-97.6% |
| Participation rate | 88.2% | 79.4%+8.8pp | 75.9%+12.4pp | 82.1%+6.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $922 | $4,207-78.1% | $3,722-75.2% | $4,837-80.9% |
| Participant deferral / active EE | $2,856 | $5,255-45.7% | $4,653-38.6% | $6,341-55.0% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |