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 | $21,262 | $56,199-62.2% | $67,652-68.6% | $59,632-64.3% |
| Participation rate | 82.5% | 71.5%+11.0pp | 75.7%+6.8pp | 68.7%+13.8pp |
| Annual return | 0.16% | 18505.31%-18505.1pp | 6625.04%-6624.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $600 | $1,614-62.9% | $2,266-73.5% | $2,203-72.8% |
| Participant deferral / active EE | $2,435 | $2,844-14.4% | $3,560-31.6% | $3,192-23.7% |
| Admin fee / account holder | $62 | $3,958-98.4% | $4,821-98.7% | $4,297-98.6% |