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 | $4,444 | $42,383-89.5% | $76,523-94.2% | $64,186-93.1% |
| Participation rate | 93.8% | 58.1%+35.6pp | 68.0%+25.8pp | 69.6%+24.2pp |
| Annual return | -3.43% | -16.54%+13.1pp | -0.27%-3.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,500 | $1,563+59.9% | $2,647-5.6% | $2,381+5.0% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,835-100.0% | $3,470-100.0% |
| Admin fee / account holder | $30 | $3,198-99.1% | $4,848-99.4% | $4,888-99.4% |