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 | $18,167 | $142,344-87.2% | $119,609-84.8% | $134,475-86.5% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -10.50% | -12.44%+1.9pp | -14.97%+4.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,885 | $5,222-63.9% | $4,232-55.4% | $4,740-60.2% |
| Participant deferral / active EE | $2,916 | $6,469-54.9% | $5,602-47.9% | $6,400-54.4% |
| Admin fee / account holder | $99 | $13,584-99.3% | $10,323-99.0% | $11,426-99.1% |