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 10-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 | $4,601 | $87,705-94.8% | $63,517-92.8% | $125,391-96.3% |
| Participation rate | 91.7% | 77.0%+14.6pp | 71.0%+20.6pp | 83.2%+8.5pp |
| Annual return | 0.87% | 21.70%-20.8pp | -70.30%+71.2pp | 282.22%-281.4pp |
| Employer contribution / active EE | $975 | $3,601-72.9% | $2,322-58.0% | $4,866-80.0% |
| Participant deferral / active EE | $1,075 | $3,939-72.7% | $2,953-63.6% | $5,352-79.9% |
| Admin fee / account holder | $103 | $11,948-99.1% | $5,892-98.3% | $9,540-98.9% |