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 | $1,585 | $51,175-96.9% | $70,515-97.8% | $75,163-97.9% |
| Participation rate | 83.8% | 60.9%+22.9pp | 68.3%+15.5pp | 67.2%+16.6pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $776 | $1,826-57.5% | $2,973-73.9% | $2,670-70.9% |
| Participant deferral / active EE | $1,134 | $2,849-60.2% | $4,567-75.2% | $4,125-72.5% |
| Admin fee / account holder | $64 | $4,091-98.4% | $6,412-99.0% | $5,651-98.9% |