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 | $14,011 | $97,757-85.7% | $83,848-83.3% | $135,375-89.7% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -4.37% | 1287.37%-1291.7pp | 850.88%-855.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $788 | $4,222-81.3% | $3,631-78.3% | $4,779-83.5% |
| Participant deferral / active EE | $2,634 | $4,682-43.8% | $4,082-35.5% | $5,609-53.0% |
| Admin fee / account holder | $31 | $6,674-99.5% | $5,478-99.4% | $10,827-99.7% |