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 | $3,302 | $45,863-92.8% | $77,024-95.7% | $68,494-95.2% |
| Participation rate | 73.2% | 55.9%+17.3pp | 67.9%+5.3pp | 67.9%+5.3pp |
| Annual return | -17.44% | 1.72%-19.2pp | 42.32%-59.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,653 | $2,962-44.2% | $4,426-62.7% | $4,027-59.0% |
| Admin fee / account holder | $95 | $3,041-96.9% | $5,425-98.2% | $5,403-98.2% |