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 | $9,302 | $91,911-89.9% | $68,793-86.5% | $135,375-93.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -8.61% | -8.22%-0.4pp | -4.63%-4.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,997 | $3,924-49.1% | $2,625-23.9% | $4,779-58.2% |
| Participant deferral / active EE | $2,282 | $4,315-47.1% | $3,311-31.1% | $5,609-59.3% |
| Admin fee / account holder | $114 | $9,240-98.8% | $5,131-97.8% | $10,827-98.9% |