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 | $10,547 | $167,307-93.7% | $143,757-92.7% | $134,475-92.2% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -18.59% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,412 | $5,619-74.9% | $4,951-71.5% | $4,740-70.2% |
| Participant deferral / active EE | $2,670 | $6,446-58.6% | $5,637-52.6% | $6,400-58.3% |
| Admin fee / account holder | $51 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |