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 | $16,560 | $131,829-87.4% | $108,579-84.7% | $273,961-94.0% |
| Participation rate | 77.3% | 83.5%-6.2pp | 79.6%-2.3pp | 83.0%-5.7pp |
| Annual return | 10.63% | -91.57%+102.2pp | -51.70%+62.3pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,172 | $4,912-76.1% | $3,758-68.8% | $4,869-75.9% |
| Participant deferral / active EE | $2,106 | $5,127-58.9% | $4,311-51.1% | $5,287-60.2% |
| Admin fee / account holder | $7 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |