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 7-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 | $12,089 | $64,707-81.3% | $112,228-89.2% | $68,494-82.4% |
| Participation rate | 96.9% | 67.2%+29.7pp | 75.1%+21.8pp | 67.9%+29.0pp |
| Annual return | -3.89% | -11.40%+7.5pp | 27.45%-31.3pp | -7.84%+4.0pp |
| Employer contribution / active EE | $1,586 | $2,746-42.3% | $3,635-56.4% | $2,596-38.9% |
| Participant deferral / active EE | $3,588 | $3,565+0.7% | $4,728-24.1% | $4,027-10.9% |
| Admin fee / account holder | $262 | $5,232-95.0% | $6,410-95.9% | $5,403-95.2% |