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 | $486 | $25,979-98.1% | $71,735-99.3% | $68,494-99.3% |
| Participation rate | 91.2% | 54.5%+36.7pp | 62.3%+28.9pp | 67.9%+23.3pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $311 | $900-65.5% | $1,704-81.7% | $2,596-88.0% |
| Participant deferral / active EE | $486 | $1,522-68.0% | $2,658-81.7% | $4,027-87.9% |
| Admin fee / account holder | $17 | $2,022-99.2% | $3,974-99.6% | $5,403-99.7% |