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 | $3,897 | $107,791-96.4% | $90,645-95.7% | $135,375-97.1% |
| Participation rate | 90.5% | 78.0%+12.4pp | 74.0%+16.5pp | 82.6%+7.8pp |
| Annual return | -8.25% | -0.90%-7.3pp | 1.88%-10.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $547 | $3,018-81.9% | $2,532-78.4% | $4,779-88.6% |
| Participant deferral / active EE | $1,114 | $3,872-71.2% | $3,425-67.5% | $5,609-80.1% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |