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 | $8,389 | $84,527-90.1% | $67,711-87.6% | $125,391-93.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.20% | 2.57%-3.8pp | 25.41%-26.6pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,131 | $3,292-65.6% | $2,559-55.8% | $4,866-76.8% |
| Participant deferral / active EE | $1,181 | $4,429-73.3% | $3,585-67.1% | $5,352-77.9% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |