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 6-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 | $5,635 | $106,890-94.7% | $84,015-93.3% | $152,861-96.3% |
| Participation rate | 82.6% | 75.2%+7.4pp | 69.0%+13.6pp | 82.4%+0.2pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,178 | $2,734-56.9% | $1,983-40.6% | $4,762-75.3% |
| Participant deferral / active EE | $3,669 | $4,011-8.5% | $3,239+13.3% | $5,850-37.3% |
| Admin fee / account holder | $34 | $8,285-99.6% | $6,101-99.4% | $11,596-99.7% |