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 8-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 | $8,638 | $149,333-94.2% | $106,387-91.9% | $135,375-93.6% |
| Participation rate | 85.0% | 81.5%+3.5pp | 77.5%+7.5pp | 82.6%+2.4pp |
| Annual return | 0.00% | 0.52%-0.5pp | 0.25%-0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $0 | $4,984-100.0% | $3,520-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,475 | $7,230-38.1% | $5,421-17.5% | $5,609-20.2% |
| Admin fee / account holder | $22 | $15,952-99.9% | $7,510-99.7% | $10,827-99.8% |