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 | $13,460 | $97,044-86.1% | $83,333-83.8% | $135,375-90.1% |
| Participation rate | 84.2% | 80.4%+3.8pp | 77.8%+6.4pp | 82.6%+1.6pp |
| Annual return | -7.49% | 12.31%-19.8pp | 10.63%-18.1pp | 519.73%-527.2pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,263 | $5,964-62.1% | $5,565-59.3% | $5,609-59.7% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |