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 | $25,487 | $131,829-80.7% | $108,579-76.5% | $273,961-90.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.55% | -91.57%+97.1pp | -51.70%+57.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,759 | $4,912-43.8% | $3,758-26.6% | $4,869-43.3% |
| Participant deferral / active EE | $4,280 | $5,127-16.5% | $4,311-0.7% | $5,287-19.0% |
| Admin fee / account holder | $270 | $10,252-97.4% | $7,645-96.5% | $10,132-97.3% |