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 | $8,624 | $43,723-80.3% | $121,196-92.9% | $64,186-86.6% |
| Participation rate | 84.8% | 58.3%+26.5pp | 71.7%+13.1pp | 69.6%+15.3pp |
| Annual return | -6.95% | 68.91%-75.9pp | 16.93%-23.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $622 | $1,296-52.0% | $4,022-84.5% | $2,381-73.9% |
| Participant deferral / active EE | $2,363 | $2,280+3.7% | $3,344-29.3% | $3,470-31.9% |
| Admin fee / account holder | $19 | $3,501-99.4% | $5,019-99.6% | $4,888-99.6% |