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 | $10,709 | $158,817-93.3% | $121,196-91.2% | $135,375-92.1% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.7%+11.6pp | 82.6%+0.7pp |
| Annual return | -7.83% | -0.64%-7.2pp | 16.93%-24.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,053 | $5,665-81.4% | $4,022-73.8% | $4,779-78.0% |
| Participant deferral / active EE | $2,949 | $4,005-26.4% | $3,344-11.8% | $5,609-47.4% |
| Admin fee / account holder | $100 | $6,512-98.5% | $5,019-98.0% | $10,827-99.1% |