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 5-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 | $22,279 | $175,600-87.3% | $129,110-82.7% | $134,475-83.4% |
| Participation rate | 84.2% | 81.6%+2.6pp | 77.3%+7.0pp | 81.2%+3.0pp |
| Annual return | -18.14% | -11.39%-6.8pp | -10.94%-7.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,822 | $6,355-71.3% | $5,052-63.9% | $4,740-61.6% |
| Participant deferral / active EE | $5,974 | $7,975-25.1% | $6,542-8.7% | $6,400-6.6% |
| Admin fee / account holder | $16 | $23,567-99.9% | $14,302-99.9% | $11,426-99.9% |