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 9-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 | $3,943 | $69,010-94.3% | $159,960-97.5% | $68,494-94.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -8.32% | -9.65%+1.3pp | 408.60%-416.9pp | -7.84%-0.5pp |
| Employer contribution / active EE | $1,063 | $2,213-52.0% | $4,226-74.9% | $2,596-59.1% |
| Participant deferral / active EE | $1,731 | $4,212-58.9% | $6,182-72.0% | $4,027-57.0% |
| Admin fee / account holder | $36 | $4,798-99.3% | $8,698-99.6% | $5,403-99.3% |