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 | $15,180 | $95,971-84.2% | $74,550-79.6% | $135,375-88.8% |
| Participation rate | 91.3% | 75.7%+15.7pp | 69.1%+22.2pp | 82.6%+8.7pp |
| Annual return | -1.65% | 56.96%-58.6pp | 32.53%-34.2pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,861 | $2,716-31.5% | $1,961-5.1% | $4,779-61.1% |
| Participant deferral / active EE | $4,299 | $3,843+11.9% | $3,108+38.3% | $5,609-23.3% |
| Admin fee / account holder | $172 | $6,522-97.4% | $5,060-96.6% | $10,827-98.4% |