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 9-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 | $18,901 | $113,935-83.4% | $94,224-79.9% | $125,391-84.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.31% | 5.29%-5.6pp | 10.68%-11.0pp | 282.22%-282.5pp |
| Employer contribution / active EE | $3,151 | $4,727-33.3% | $3,587-12.1% | $4,866-35.2% |
| Participant deferral / active EE | $3,205 | $5,179-38.1% | $4,320-25.8% | $5,352-40.1% |
| Admin fee / account holder | $25 | $8,391-99.7% | $6,269-99.6% | $9,540-99.7% |