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 | $3,089 | $118,849-97.4% | $96,562-96.8% | $167,490-98.2% |
| Participation rate | 94.1% | 75.5%+18.6pp | 69.8%+24.3pp | 82.1%+12.0pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,481 | $3,120-52.5% | $2,356-37.2% | $4,837-69.4% |
| Participant deferral / active EE | $1,675 | $4,616-63.7% | $3,849-56.5% | $6,341-73.6% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |