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 | $7,878 | $89,355-91.2% | $141,162-94.4% | $72,985-89.2% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.8pp | 69.5%+27.7pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,835 | $3,114-9.0% | $4,735-40.1% | $2,440+16.2% |
| Participant deferral / active EE | $4,722 | $5,418-12.8% | $6,709-29.6% | $3,607+30.9% |
| Admin fee / account holder | $95 | $5,958-98.4% | $10,261-99.1% | $5,124-98.2% |