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 | $5,884 | $167,307-96.5% | $143,757-95.9% | $134,475-95.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.75% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,462 | $5,619-74.0% | $4,951-70.5% | $4,740-69.2% |
| Participant deferral / active EE | $3,231 | $6,446-49.9% | $5,637-42.7% | $6,400-49.5% |
| Admin fee / account holder | $2 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |