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 | $1,230 | $62,573-98.0% | $85,682-98.6% | $85,850-98.6% |
| Participation rate | 91.7% | 61.1%+30.5pp | 69.9%+21.8pp | 69.3%+22.4pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $457 | $1,757-74.0% | $2,618-82.5% | $2,565-82.2% |
| Participant deferral / active EE | $1,118 | $2,802-60.1% | $3,923-71.5% | $3,952-71.7% |
| Admin fee / account holder | $13 | $4,640-99.7% | $6,873-99.8% | $6,260-99.8% |