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 6-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 | $10,677 | $105,931-89.9% | $81,930-87.0% | $158,922-93.3% |
| Participation rate | 76.5% | 75.6%+0.9pp | 72.0%+4.5pp | 82.0%-5.5pp |
| Annual return | 0.00% | 38.17%-38.2pp | 29.49%-29.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $768 | $7,800-90.2% | $4,310-82.2% | $4,761-83.9% |
| Participant deferral / active EE | $2,337 | $13,003-82.0% | $7,107-67.1% | $5,982-60.9% |
| Admin fee / account holder | $36 | $8,489-99.6% | $5,158-99.3% | $11,246-99.7% |