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 | $7,172 | $99,032-92.8% | $80,019-91.0% | $135,375-94.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.54% | 15.39%-23.9pp | 11.22%-19.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $873 | $3,043-71.3% | $2,468-64.6% | $4,779-81.7% |
| Participant deferral / active EE | $2,042 | $4,282-52.3% | $3,686-44.6% | $5,609-63.6% |
| Admin fee / account holder | $96 | $10,436-99.1% | $6,521-98.5% | $10,827-99.1% |