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 3-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 | $990 | $110,261-99.1% | $95,745-99.0% | $139,434-99.3% |
| Participation rate | 70.0% | 75.8%-5.8pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 0.00% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $689 | $4,676-85.3% | $4,245-83.8% | $6,710-89.7% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |