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 9-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 | $8,174 | $73,867-88.9% | $143,757-94.3% | $68,494-88.1% |
| Participation rate | 81.6% | 66.7%+14.9pp | 80.3%+1.3pp | 67.9%+13.7pp |
| Annual return | -15.18% | 1.01%-16.2pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,059 | $3,184-66.8% | $4,951-78.6% | $2,596-59.2% |
| Participant deferral / active EE | $1,083 | $3,384-68.0% | $5,637-80.8% | $4,027-73.1% |
| Admin fee / account holder | $216 | $5,755-96.2% | $14,673-98.5% | $5,403-96.0% |