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 7-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 | $17,102 | $142,344-88.0% | $119,609-85.7% | $134,475-87.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.31% | -12.44%-5.9pp | -14.97%-3.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $4,850 | $5,222-7.1% | $4,232+14.6% | $4,740+2.3% |
| Participant deferral / active EE | $8,103 | $6,469+25.3% | $5,602+44.7% | $6,400+26.6% |
| Admin fee / account holder | $65 | $13,584-99.5% | $10,323-99.4% | $11,426-99.4% |