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 | $19,543 | $131,829-85.2% | $108,579-82.0% | $273,961-92.9% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.6%+14.9pp | 83.0%+11.4pp |
| Annual return | 4.46% | -91.57%+96.0pp | -51.70%+56.2pp | 41.45%-37.0pp |
| Employer contribution / active EE | $3,388 | $4,912-31.0% | $3,758-9.8% | $4,869-30.4% |
| Participant deferral / active EE | $2,333 | $5,127-54.5% | $4,311-45.9% | $5,287-55.9% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |