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 | $3,366 | $64,707-94.8% | $112,228-97.0% | $68,494-95.1% |
| Participation rate | 79.8% | 67.2%+12.6pp | 75.1%+4.7pp | 67.9%+11.9pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,317 | $2,746-52.0% | $3,635-63.8% | $2,596-49.3% |
| Participant deferral / active EE | $2,066 | $3,565-42.0% | $4,728-56.3% | $4,027-48.7% |
| Admin fee / account holder | $199 | $5,232-96.2% | $6,410-96.9% | $5,403-96.3% |