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 | $10,137 | $85,790-88.2% | $67,313-84.9% | $135,375-92.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.43% | -0.54%-6.9pp | -4.08%-3.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $753 | $3,487-78.4% | $2,566-70.7% | $4,779-84.2% |
| Participant deferral / active EE | $8,738 | $4,651+87.9% | $3,568+144.9% | $5,609+55.8% |
| Admin fee / account holder | $43 | $6,392-99.3% | $4,507-99.0% | $10,827-99.6% |