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 | $4,812 | $53,162-90.9% | $91,220-94.7% | $68,494-93.0% |
| Participation rate | 72.0% | 63.2%+8.8pp | 73.2%-1.2pp | 67.9%+4.1pp |
| Annual return | -19.56% | -3.14%-16.4pp | 114.01%-133.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $906 | $1,709-47.0% | $2,850-68.2% | $2,596-65.1% |
| Participant deferral / active EE | $1,961 | $2,974-34.1% | $4,234-53.7% | $4,027-51.3% |
| Admin fee / account holder | $161 | $4,493-96.4% | $5,420-97.0% | $5,403-97.0% |