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 | $9,735 | $69,010-85.9% | $159,960-93.9% | $68,494-85.8% |
| Participation rate | 94.6% | 65.4%+29.2pp | 78.0%+16.6pp | 67.9%+26.7pp |
| Annual return | -16.42% | -9.65%-6.8pp | 408.60%-425.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,195 | $2,213-46.0% | $4,226-71.7% | $2,596-54.0% |
| Participant deferral / active EE | $4,291 | $4,212+1.9% | $6,182-30.6% | $4,027+6.6% |
| Admin fee / account holder | $196 | $4,798-95.9% | $8,698-97.8% | $5,403-96.4% |