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 5-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 | $7,752 | $59,107-86.9% | $86,436-91.0% | $68,494-88.7% |
| Participation rate | 95.8% | 75.2%+20.6pp | 80.3%+15.5pp | 67.9%+27.9pp |
| Annual return | -6.92% | -0.23%-6.7pp | 4394.89%-4401.8pp | -7.84%+0.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,037 | $5,901+19.2% | $6,952+1.2% | $4,027+74.7% |
| Admin fee / account holder | $47 | $5,637-99.2% | $6,731-99.3% | $5,403-99.1% |