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 | $5,639 | $102,604-94.5% | $86,188-93.5% | $139,434-96.0% |
| Participation rate | 95.5% | 74.5%+21.0pp | 69.0%+26.5pp | 80.3%+15.1pp |
| Annual return | 0.00% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $941 | $3,032-69.0% | $2,380-60.5% | $4,751-80.2% |
| Participant deferral / active EE | $2,954 | $4,676-36.8% | $3,985-25.9% | $6,710-56.0% |
| Admin fee / account holder | $179 | $8,657-97.9% | $6,852-97.4% | $11,403-98.4% |