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 | $2,393 | $49,227-95.1% | $70,449-96.6% | $79,858-97.0% |
| Participation rate | 76.5% | 69.2%+7.3pp | 75.1%+1.4pp | 69.6%+6.8pp |
| Annual return | 0.00% | 30.06%-30.1pp | 109.03%-109.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $859 | $2,099-59.1% | $2,737-68.6% | $2,471-65.2% |
| Participant deferral / active EE | $972 | $2,768-64.9% | $3,709-73.8% | $3,740-74.0% |
| Admin fee / account holder | $176 | $2,878-93.9% | $3,845-95.4% | $5,306-96.7% |