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 5-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 | $6,633 | $91,538-92.8% | $129,995-94.9% | $75,163-91.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 33.48% | -631.11%+664.6pp | -137.18%+170.7pp | 160.62%-127.1pp |
| Employer contribution / active EE | $1,688 | $2,845-40.7% | $4,320-60.9% | $2,670-36.8% |
| Participant deferral / active EE | $2,267 | $4,341-47.8% | $5,820-61.0% | $4,125-45.0% |
| Admin fee / account holder | $0 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |