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 | $14,634 | $64,707-77.4% | $112,228-87.0% | $68,494-78.6% |
| Participation rate | 97.8% | 67.2%+30.6pp | 75.1%+22.7pp | 67.9%+29.9pp |
| Annual return | -12.52% | -11.40%-1.1pp | 27.45%-40.0pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,244 | $2,746-18.3% | $3,635-38.2% | $2,596-13.6% |
| Participant deferral / active EE | $4,360 | $3,565+22.3% | $4,728-7.8% | $4,027+8.3% |
| Admin fee / account holder | $259 | $5,232-95.1% | $6,410-96.0% | $5,403-95.2% |