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 | $16,273 | $72,404-77.5% | $110,238-85.2% | $64,186-74.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,901 | $2,282+114.8% | $3,826+28.1% | $2,381+105.8% |
| Participant deferral / active EE | $12,162 | $3,469+250.6% | $4,672+160.3% | $3,470+250.5% |
| Admin fee / account holder | $238 | $5,664-95.8% | $8,547-97.2% | $4,888-95.1% |