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 | $18,903 | $62,586-69.8% | $76,768-75.4% | $64,186-70.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.63% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,979 | $1,832+8.0% | $2,485-20.4% | $2,381-16.9% |
| Participant deferral / active EE | $6,562 | $3,145+108.7% | $3,852+70.4% | $3,470+89.1% |
| Admin fee / account holder | $88 | $4,667-98.1% | $6,675-98.7% | $4,888-98.2% |