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 | $15,019 | $82,664-81.8% | $125,339-88.0% | $68,494-78.1% |
| Participation rate | 77.6% | 75.0%+2.5pp | 82.4%-4.8pp | 67.9%+9.7pp |
| Annual return | -8.62% | -5.97%-2.6pp | 572.05%-580.7pp | -7.84%-0.8pp |
| Employer contribution / active EE | $2,210 | $3,381-34.6% | $4,814-54.1% | $2,596-14.9% |
| Participant deferral / active EE | $7,200 | $6,110+17.8% | $7,446-3.3% | $4,027+78.8% |
| Admin fee / account holder | $81 | $6,275-98.7% | $10,010-99.2% | $5,403-98.5% |