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 | $1,716 | $49,922-96.6% | $80,569-97.9% | $75,163-97.7% |
| Participation rate | 85.2% | 55.3%+29.9pp | 67.0%+18.2pp | 67.2%+18.0pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $756 | $1,698-55.5% | $2,723-72.2% | $2,670-71.7% |
| Participant deferral / active EE | $1,229 | $2,990-58.9% | $4,447-72.4% | $4,125-70.2% |
| Admin fee / account holder | $93 | $3,577-97.4% | $5,377-98.3% | $5,651-98.4% |