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 | $10,932 | $57,354-80.9% | $83,848-87.0% | $64,186-83.0% |
| Participation rate | 72.0% | 68.6%+3.4pp | 76.1%-4.1pp | 69.6%+2.4pp |
| Annual return | -8.09% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $542 | $2,545-78.7% | $3,631-85.1% | $2,381-77.2% |
| Participant deferral / active EE | $1,529 | $2,993-48.9% | $4,082-62.5% | $3,470-55.9% |
| Admin fee / account holder | $198 | $4,046-95.1% | $5,478-96.4% | $4,888-95.9% |