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 | $2,422 | $73,867-96.7% | $143,757-98.3% | $68,494-96.5% |
| Participation rate | 92.3% | 66.7%+25.7pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -18.53% | 1.01%-19.5pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,007 | $3,184-68.4% | $4,951-79.7% | $2,596-61.2% |
| Participant deferral / active EE | $1,603 | $3,384-52.6% | $5,637-71.6% | $4,027-60.2% |
| Admin fee / account holder | $135 | $5,755-97.7% | $14,673-99.1% | $5,403-97.5% |