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 6-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 | $14,404 | $106,115-86.4% | $85,969-83.2% | $125,391-88.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -0.40% | 13.93%-14.3pp | 9.32%-9.7pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,908 | $4,537-57.9% | $3,474-45.1% | $4,866-60.8% |
| Participant deferral / active EE | $2,796 | $4,859-42.5% | $3,829-27.0% | $5,352-47.8% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |