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 | $5,821 | $95,862-93.9% | $79,550-92.7% | $134,475-95.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -19.63% | -2.69%-16.9pp | 0.16%-19.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $993 | $3,128-68.2% | $2,413-58.8% | $4,740-79.0% |
| Participant deferral / active EE | $1,372 | $4,693-70.8% | $3,985-65.6% | $6,400-78.6% |
| Admin fee / account holder | $155 | $9,126-98.3% | $6,832-97.7% | $11,426-98.6% |