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 | $6,780 | $92,703-92.7% | $82,719-91.8% | $134,475-95.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.25% | 944.92%-961.2pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $764 | $3,274-76.7% | $3,009-74.6% | $4,740-83.9% |
| Participant deferral / active EE | $3,811 | $4,802-20.6% | $4,395-13.3% | $6,400-40.5% |
| Admin fee / account holder | $26 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |