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 6-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 | $13,520 | $59,107-77.1% | $86,436-84.4% | $68,494-80.3% |
| Participation rate | 97.1% | 75.2%+21.8pp | 80.3%+16.7pp | 67.9%+29.2pp |
| Annual return | -17.90% | -0.23%-17.7pp | 4394.89%-4412.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,324 | $2,519-47.4% | $3,769-64.9% | $2,596-49.0% |
| Participant deferral / active EE | $4,459 | $5,901-24.4% | $6,952-35.9% | $4,027+10.7% |
| Admin fee / account holder | $161 | $5,637-97.1% | $6,731-97.6% | $5,403-97.0% |