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 9-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 | $14,136 | $167,307-91.6% | $143,757-90.2% | $134,475-89.5% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -17.44% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,321 | $5,619-76.5% | $4,951-73.3% | $4,740-72.1% |
| Participant deferral / active EE | $3,663 | $6,446-43.2% | $5,637-35.0% | $6,400-42.8% |
| Admin fee / account holder | $230 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |