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 7-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 | $11,436 | $81,900-86.0% | $119,609-90.4% | $68,494-83.3% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -2.01% | -23.82%+21.8pp | -14.97%+13.0pp | -7.84%+5.8pp |
| Employer contribution / active EE | $1,768 | $2,693-34.4% | $4,232-58.2% | $2,596-31.9% |
| Participant deferral / active EE | $2,706 | $4,148-34.8% | $5,602-51.7% | $4,027-32.8% |
| Admin fee / account holder | $70 | $6,582-98.9% | $10,323-99.3% | $5,403-98.7% |