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 | $6,299 | $45,152-86.0% | $73,843-91.5% | $59,632-89.4% |
| Participation rate | 77.8% | 64.0%+13.8pp | 73.4%+4.3pp | 68.7%+9.1pp |
| Annual return | -0.57% | 27.40%-28.0pp | 2267.84%-2268.4pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $442 | $1,902-76.7% | $2,787-84.1% | $2,203-79.9% |
| Participant deferral / active EE | $937 | $2,574-63.6% | $3,583-73.9% | $3,192-70.6% |
| Admin fee / account holder | $105 | $3,516-97.0% | $4,880-97.8% | $4,297-97.6% |