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 4-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 | $3,268 | $95,862-96.6% | $79,550-95.9% | $134,475-97.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,643 | $3,128-47.5% | $2,413-31.9% | $4,740-65.3% |
| Participant deferral / active EE | $2,029 | $4,693-56.8% | $3,985-49.1% | $6,400-68.3% |
| Admin fee / account holder | $270 | $9,126-97.0% | $6,832-96.0% | $11,426-97.6% |