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 | $1,367 | $51,175-97.3% | $70,515-98.1% | $75,163-98.2% |
| Participation rate | 80.3% | 60.9%+19.3pp | 68.3%+11.9pp | 67.2%+13.1pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $633 | $1,826-65.3% | $2,973-78.7% | $2,670-76.3% |
| Participant deferral / active EE | $1,131 | $2,849-60.3% | $4,567-75.2% | $4,125-72.6% |
| Admin fee / account holder | $21 | $4,091-99.5% | $6,412-99.7% | $5,651-99.6% |