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 | $14,865 | $100,754-85.2% | $86,677-82.8% | $134,475-88.9% |
| Participation rate | 72.2% | 78.9%-6.7pp | 76.6%-4.4pp | 81.2%-9.0pp |
| Annual return | -19.39% | 29.04%-48.4pp | 35.91%-55.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,056 | $3,489-41.1% | $2,836-27.5% | $4,740-56.6% |
| Participant deferral / active EE | $5,688 | $5,338+6.6% | $4,656+22.2% | $6,400-11.1% |
| Admin fee / account holder | $210 | $10,926-98.1% | $7,493-97.2% | $11,426-98.2% |