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 9-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 | $11,001 | $72,404-84.8% | $110,238-90.0% | $64,186-82.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.99% | -6.29%+7.3pp | 314.74%-313.7pp | 7.63%-6.6pp |
| Employer contribution / active EE | $1,205 | $2,282-47.2% | $3,826-68.5% | $2,381-49.4% |
| Participant deferral / active EE | $1,852 | $3,469-46.6% | $4,672-60.4% | $3,470-46.6% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |