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 | $2,862 | $61,660-95.4% | $80,019-96.4% | $64,186-95.5% |
| Participation rate | 91.3% | 71.7%+19.6pp | 75.8%+15.5pp | 69.6%+21.7pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,175 | $1,810-35.1% | $2,468-52.4% | $2,381-50.6% |
| Participant deferral / active EE | $2,136 | $2,968-28.0% | $3,686-42.0% | $3,470-38.4% |
| Admin fee / account holder | $95 | $5,417-98.2% | $6,521-98.5% | $4,888-98.1% |