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 7-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 | $9,544 | $99,640-90.4% | $86,436-89.0% | $134,475-92.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.74% | 6782.58%-6803.3pp | 4394.89%-4415.6pp | 417.96%-438.7pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,328 | $7,246-26.5% | $6,952-23.4% | $6,400-16.8% |
| Admin fee / account holder | $42 | $8,371-99.5% | $6,731-99.4% | $11,426-99.6% |