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 4-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 | $13,453 | $87,540-84.6% | $75,781-82.2% | $125,391-89.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.50% | 13.48%-15.0pp | 9.68%-11.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,160 | $3,930-45.0% | $3,323-35.0% | $4,866-55.6% |
| Participant deferral / active EE | $2,160 | $4,229-48.9% | $3,651-40.8% | $5,352-59.6% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |