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 | $11,772 | $55,449-78.8% | $83,848-86.0% | $56,287-79.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -7.10% | -1.38%-5.7pp | 850.88%-858.0pp | -9.96%+2.9pp |
| Employer contribution / active EE | $3,725 | $2,430+53.3% | $3,631+2.6% | $2,111+76.5% |
| Participant deferral / active EE | $1,994 | $2,935-32.1% | $4,082-51.2% | $3,350-40.5% |
| Admin fee / account holder | $206 | $656-68.6% | $5,478-96.2% | $521-60.5% |