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 | $3,285 | $82,286-96.0% | $68,791-95.2% | $134,475-97.6% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,525 | $3,301-53.8% | $2,655-42.6% | $4,740-67.8% |
| Participant deferral / active EE | $2,770 | $4,739-41.5% | $3,941-29.7% | $6,400-56.7% |
| Admin fee / account holder | $107 | $6,481-98.3% | $4,932-97.8% | $11,426-99.1% |