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 9-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 | $9,309 | $78,705-88.2% | $117,854-92.1% | $70,131-86.7% |
| Participation rate | 94.3% | 73.2%+21.1pp | 79.7%+14.6pp | 69.5%+24.7pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,360 | $2,223+6.2% | $3,786-37.7% | $2,342+0.8% |
| Participant deferral / active EE | $3,955 | $3,297+19.9% | $4,482-11.8% | $3,332+18.7% |
| Admin fee / account holder | $57 | $5,065-98.9% | $8,020-99.3% | $4,645-98.8% |