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 | $21,664 | $113,935-81.0% | $94,224-77.0% | $125,391-82.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.45% | 5.29%-7.7pp | 10.68%-13.1pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,079 | $4,727-56.0% | $3,587-42.0% | $4,866-57.3% |
| Participant deferral / active EE | $2,079 | $5,179-59.9% | $4,320-51.9% | $5,352-61.2% |
| Admin fee / account holder | $140 | $8,391-98.3% | $6,269-97.8% | $9,540-98.5% |