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 5-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 | $10,608 | $71,883-85.2% | $86,677-87.8% | $68,494-84.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -6.23% | 3.52%-9.8pp | 35.91%-42.1pp | -7.84%+1.6pp |
| Employer contribution / active EE | $3,169 | $2,173+45.9% | $2,836+11.7% | $2,596+22.1% |
| Participant deferral / active EE | $3,397 | $3,779-10.1% | $4,656-27.0% | $4,027-15.6% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |