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 | $10,886 | $45,438-76.0% | $80,004-86.4% | $59,632-81.7% |
| Participation rate | 93.2% | 63.7%+29.5pp | 73.0%+20.2pp | 68.7%+24.5pp |
| Annual return | -1.81% | 5.10%-6.9pp | 7.63%-9.4pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,397 | $1,236+13.0% | $2,473-43.5% | $2,203-36.6% |
| Participant deferral / active EE | $2,710 | $2,231+21.5% | $3,204-15.4% | $3,192-15.1% |
| Admin fee / account holder | $135 | $3,464-96.1% | $5,033-97.3% | $4,297-96.9% |