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 3-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 | $3,364 | $156,846-97.9% | $121,098-97.2% | $139,434-97.6% |
| Participation rate | 76.9% | 76.4%+0.5pp | 69.5%+7.4pp | 80.3%-3.4pp |
| Annual return | 0.00% | 1474.56%-1474.6pp | 985.75%-985.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,061 | $5,536-80.8% | $4,164-74.5% | $4,751-77.7% |
| Participant deferral / active EE | $1,574 | $4,844-67.5% | $4,080-61.4% | $6,710-76.5% |
| Admin fee / account holder | $28 | $6,946-99.6% | $5,644-99.5% | $11,403-99.8% |