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 | $22,318 | $71,883-69.0% | $86,677-74.3% | $68,494-67.4% |
| Participation rate | 76.5% | 72.2%+4.2pp | 76.6%-0.1pp | 67.9%+8.6pp |
| Annual return | -6.35% | 3.52%-9.9pp | 35.91%-42.3pp | -7.84%+1.5pp |
| Employer contribution / active EE | $1,592 | $2,173-26.8% | $2,836-43.9% | $2,596-38.7% |
| Participant deferral / active EE | $4,079 | $3,779+7.9% | $4,656-12.4% | $4,027+1.3% |
| Admin fee / account holder | $201 | $6,112-96.7% | $7,493-97.3% | $5,403-96.3% |