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 5-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 | $4,957 | $54,350-90.9% | $82,719-94.0% | $68,494-92.8% |
| Participation rate | 84.2% | 63.9%+20.3pp | 72.6%+11.7pp | 67.9%+16.3pp |
| Annual return | -14.20% | -13.67%-0.5pp | 701.18%-715.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,131 | $2,218-49.0% | $3,009-62.4% | $2,596-56.5% |
| Participant deferral / active EE | $2,276 | $3,246-29.9% | $4,395-48.2% | $4,027-43.5% |
| Admin fee / account holder | $258 | $4,395-94.1% | $5,329-95.2% | $5,403-95.2% |