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 6-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 | $5,252 | $209,411-97.5% | $178,490-97.1% | $158,922-96.7% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,369 | $5,706-76.0% | $5,011-72.7% | $4,761-71.2% |
| Participant deferral / active EE | $2,571 | $5,954-56.8% | $5,202-50.6% | $5,982-57.0% |
| Admin fee / account holder | $9 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |