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 | $14,332 | $142,344-89.9% | $119,609-88.0% | $134,475-89.3% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | 62.44% | -12.44%+74.9pp | -14.97%+77.4pp | 417.96%-355.5pp |
| Employer contribution / active EE | $1,586 | $5,222-69.6% | $4,232-62.5% | $4,740-66.5% |
| Participant deferral / active EE | $3,468 | $6,469-46.4% | $5,602-38.1% | $6,400-45.8% |
| Admin fee / account holder | $51 | $13,584-99.6% | $10,323-99.5% | $11,426-99.6% |