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 | $12,805 | $102,828-87.5% | $105,387-87.8% | $152,861-91.6% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 0.00% | 20.85%-20.9pp | 26.82%-26.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,134 | $4,473-7.6% | $4,213-1.9% | $4,762-13.2% |
| Participant deferral / active EE | $5,820 | $5,465+6.5% | $5,502+5.8% | $5,850-0.5% |
| Admin fee / account holder | $23 | $8,683-99.7% | $6,559-99.7% | $11,596-99.8% |