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 5-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 | $3,536 | $114,047-96.9% | $96,139-96.3% | $167,490-97.9% |
| Participation rate | 72.7% | 75.1%-2.3pp | 68.4%+4.3pp | 82.1%-9.4pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $751 | $3,427-78.1% | $2,797-73.2% | $4,837-84.5% |
| Participant deferral / active EE | $1,976 | $5,194-62.0% | $4,349-54.6% | $6,341-68.8% |
| Admin fee / account holder | $3 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |