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 | $9,898 | $85,790-88.5% | $67,313-85.3% | $135,375-92.7% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.1%+14.3pp | 82.6%+0.7pp |
| Annual return | -5.95% | -0.54%-5.4pp | -4.08%-1.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,448 | $3,487-58.5% | $2,566-43.6% | $4,779-69.7% |
| Participant deferral / active EE | $3,508 | $4,651-24.6% | $3,568-1.7% | $5,609-37.5% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |