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 | $4,229 | $59,839-92.9% | $81,983-94.8% | $79,858-94.7% |
| Participation rate | 96.3% | 61.6%+34.7pp | 69.2%+27.0pp | 69.6%+26.7pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,855 | $1,713+8.3% | $2,498-25.7% | $2,471-24.9% |
| Participant deferral / active EE | $2,526 | $2,695-6.3% | $3,722-32.1% | $3,740-32.5% |
| Admin fee / account holder | $293 | $4,287-93.2% | $5,664-94.8% | $5,306-94.5% |