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 | $3,300 | $78,988-95.8% | - | $273,961-98.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | - | 83.0%+17.0pp |
| Annual return | 0.00% | 18.48%-18.5pp | - | 41.45%-41.5pp |
| Employer contribution / active EE | $1,080 | $4,066-73.4% | - | $4,869-77.8% |
| Participant deferral / active EE | $2,142 | $3,397-36.9% | - | $5,287-59.5% |
| Admin fee / account holder | $0 | $13,270-100.0% | - | $10,132-100.0% |