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 3-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 | $6,183 | $82,664-92.5% | $125,339-95.1% | $68,494-91.0% |
| Participation rate | 82.1% | 75.0%+7.0pp | 82.4%-0.3pp | 67.9%+14.2pp |
| Annual return | -6.69% | -5.97%-0.7pp | 572.05%-578.7pp | -7.84%+1.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,081 | $6,110-49.6% | $7,446-58.6% | $4,027-23.5% |
| Admin fee / account holder | $110 | $6,275-98.2% | $10,010-98.9% | $5,403-98.0% |