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 | $18,060 | $211,958-91.5% | $169,463-89.3% | $135,375-86.7% |
| Participation rate | 90.9% | 82.6%+8.3pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -8.15% | 3.26%-11.4pp | 1.83%-10.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,208 | $6,075-63.7% | $5,277-58.2% | $5,609-60.6% |
| Admin fee / account holder | $19 | $11,471-99.8% | $9,109-99.8% | $10,827-99.8% |