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 | $795 | $34,308-97.7% | $74,701-98.9% | $72,985-98.9% |
| Participation rate | 84.0% | 42.4%+41.6pp | 54.5%+29.5pp | 69.5%+14.5pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $367 | $692-47.0% | $1,084-66.2% | $2,440-85.0% |
| Participant deferral / active EE | $505 | $1,271-60.3% | $1,964-74.3% | $3,607-86.0% |
| Admin fee / account holder | $1 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |