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 | $7,057 | $58,577-88.0% | $83,333-91.5% | $64,186-89.0% |
| Participation rate | 85.7% | 72.0%+13.7pp | 77.8%+8.0pp | 69.6%+16.1pp |
| Annual return | 0.00% | 9.65%-9.6pp | 10.63%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,038 | $2,098-2.9% | $3,379-39.7% | $2,381-14.4% |
| Participant deferral / active EE | $4,290 | $4,654-7.8% | $5,565-22.9% | $3,470+23.7% |
| Admin fee / account holder | $4 | $9,275-100.0% | $7,510-99.9% | $4,888-99.9% |