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 | $20,055 | $83,477-76.0% | $125,175-84.0% | $72,985-72.5% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.5%+16.7pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,581 | $2,345+10.1% | $3,865-33.2% | $2,440+5.8% |
| Participant deferral / active EE | $5,057 | $3,585+41.1% | $4,937+2.4% | $3,607+40.2% |
| Admin fee / account holder | $148 | $5,517-97.3% | $9,702-98.5% | $5,124-97.1% |