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 8-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 | $17,221 | $89,355-80.7% | $141,162-87.8% | $72,985-76.4% |
| Participation rate | 86.4% | 75.1%+11.3pp | 82.5%+4.0pp | 69.5%+17.0pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,117 | $3,114+0.1% | $4,735-34.2% | $2,440+27.7% |
| Participant deferral / active EE | $6,577 | $5,418+21.4% | $6,709-2.0% | $3,607+82.3% |
| Admin fee / account holder | $69 | $5,958-98.8% | $10,261-99.3% | $5,124-98.7% |