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 | $8,147 | $152,587-94.7% | $125,175-93.5% | $152,861-94.7% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,311 | $4,946-53.3% | $3,865-40.2% | $4,762-51.5% |
| Participant deferral / active EE | $4,527 | $5,868-22.9% | $4,937-8.3% | $5,850-22.6% |
| Admin fee / account holder | $231 | $13,434-98.3% | $9,702-97.6% | $11,596-98.0% |