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 | $14,915 | $81,900-81.8% | $119,609-87.5% | $68,494-78.2% |
| Participation rate | 72.5% | 71.9%+0.7pp | 79.3%-6.7pp | 67.9%+4.7pp |
| Annual return | -16.14% | -23.82%+7.7pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,662 | $2,693-38.3% | $4,232-60.7% | $2,596-36.0% |
| Participant deferral / active EE | $3,432 | $4,148-17.3% | $5,602-38.7% | $4,027-14.8% |
| Admin fee / account holder | $59 | $6,582-99.1% | $10,323-99.4% | $5,403-98.9% |