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 6-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 | $7,491 | $54,350-86.2% | $82,719-90.9% | $68,494-89.1% |
| Participation rate | 77.9% | 63.9%+14.0pp | 72.6%+5.4pp | 67.9%+10.1pp |
| Annual return | -19.32% | -13.67%-5.7pp | 701.18%-720.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $618 | $2,218-72.2% | $3,009-79.5% | $2,596-76.2% |
| Participant deferral / active EE | $1,225 | $3,246-62.3% | $4,395-72.1% | $4,027-69.6% |
| Admin fee / account holder | $281 | $4,395-93.6% | $5,329-94.7% | $5,403-94.8% |