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 | $11,905 | $142,344-91.6% | $119,609-90.0% | $134,475-91.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.71% | -12.44%-3.3pp | -14.97%-0.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,519 | $5,222-70.9% | $4,232-64.1% | $4,740-67.9% |
| Participant deferral / active EE | $3,338 | $6,469-48.4% | $5,602-40.4% | $6,400-47.8% |
| Admin fee / account holder | $22 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |