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 4-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 | $2,364 | $53,162-95.6% | $91,220-97.4% | $68,494-96.5% |
| Participation rate | 88.2% | 63.2%+24.9pp | 73.2%+15.0pp | 67.9%+20.3pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $893 | $1,709-47.8% | $2,850-68.7% | $2,596-65.6% |
| Participant deferral / active EE | $1,332 | $2,974-55.2% | $4,234-68.5% | $4,027-66.9% |
| Admin fee / account holder | $3 | $4,493-99.9% | $5,420-99.9% | $5,403-99.9% |