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 | $10,808 | $87,705-87.7% | $63,517-83.0% | $125,391-91.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -1.21% | 21.70%-22.9pp | -70.30%+69.1pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,213 | $3,601-66.3% | $2,322-47.8% | $4,866-75.1% |
| Participant deferral / active EE | $1,187 | $3,939-69.9% | $2,953-59.8% | $5,352-77.8% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |