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 | $12,676 | $78,694-83.9% | $67,652-81.3% | $125,391-89.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.28% | 9.46%-10.7pp | 6625.04%-6626.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $3,320 | $3,044+9.1% | $2,266+46.6% | $4,866-31.8% |
| Participant deferral / active EE | $7,079 | $4,292+64.9% | $3,560+98.9% | $5,352+32.3% |
| Admin fee / account holder | $171 | $7,403-97.7% | $4,821-96.4% | $9,540-98.2% |