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 6-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 | $13,347 | $102,317-87.0% | $146,958-90.9% | $80,856-83.5% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 16.33% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,641 | $3,713-55.8% | $4,933-66.7% | $2,755-40.4% |
| Participant deferral / active EE | $3,049 | $6,644-54.1% | $8,070-62.2% | $4,296-29.0% |
| Admin fee / account holder | $84 | $7,941-98.9% | $12,998-99.4% | $6,918-98.8% |