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 | $22,214 | $58,320-61.9% | $86,436-74.3% | $66,914-66.8% |
| Participation rate | 96.3% | 78.6%+17.7pp | 80.3%+16.0pp | 69.8%+26.5pp |
| Annual return | 0.00% | -9.71%+9.7pp | 4394.89%-4394.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $3,888 | $2,615+48.6% | $3,769+3.2% | $2,544+52.8% |
| Participant deferral / active EE | $11,975 | $6,899+73.6% | $6,952+72.3% | $4,237+182.6% |
| Admin fee / account holder | $240 | $546-56.1% | $6,731-96.4% | $593-59.6% |