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 7-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 | $9,792 | $81,446-88.0% | $103,374-90.5% | $80,874-87.9% |
| Participation rate | 78.9% | 66.9%+12.1pp | 74.5%+4.4pp | 67.6%+11.3pp |
| Annual return | 0.00% | 25.57%-25.6pp | 24.89%-24.9pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,974 | $3,107-36.5% | $3,869-49.0% | $2,756-28.4% |
| Participant deferral / active EE | $5,600 | $3,870+44.7% | $5,058+10.7% | $4,297+30.3% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |