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 | $8,728 | $58,541-85.1% | $76,523-88.6% | - |
| Participation rate | 0.0% | 46.6%-46.6pp | 68.0%-68.0pp | - |
| Annual return | -7.53% | -5.31%-2.2pp | -0.27%-7.3pp | - |
| Employer contribution / active EE | $0 | $523-100.0% | $2,647-100.0% | - |
| Participant deferral / active EE | $0 | $1,698-100.0% | $3,835-100.0% | - |
| Admin fee / account holder | $60 | $6,501-99.1% | $4,848-98.8% | - |