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 | $19,817 | $56,199-64.7% | $67,652-70.7% | $59,632-66.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.11% | 18505.31%-18507.4pp | 6625.04%-6627.1pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $2,206 | $1,614+36.6% | $2,266-2.6% | $2,203+0.2% |
| Participant deferral / active EE | $4,184 | $2,844+47.2% | $3,560+17.5% | $3,192+31.1% |
| Admin fee / account holder | $48 | $3,958-98.8% | $4,821-99.0% | $4,297-98.9% |