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 6-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 | $4,832 | $91,190-94.7% | $178,490-97.3% | $79,858-93.9% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $903 | $3,256-72.3% | $5,011-82.0% | $2,471-63.5% |
| Participant deferral / active EE | $3,832 | $3,236+18.4% | $5,202-26.3% | $3,740+2.5% |
| Admin fee / account holder | $222 | $6,751-96.7% | $13,984-98.4% | $5,306-95.8% |