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 7-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 | $2,673 | $73,867-96.4% | $143,757-98.1% | $68,494-96.1% |
| Participation rate | 89.6% | 66.7%+22.9pp | 80.3%+9.3pp | 67.9%+21.7pp |
| Annual return | -18.51% | 1.01%-19.5pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $638 | $3,184-80.0% | $4,951-87.1% | $2,596-75.4% |
| Participant deferral / active EE | $1,185 | $3,384-65.0% | $5,637-79.0% | $4,027-70.6% |
| Admin fee / account holder | $228 | $5,755-96.0% | $14,673-98.4% | $5,403-95.8% |