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 | $8,263 | $48,274-82.9% | $63,517-87.0% | $59,632-86.1% |
| Participation rate | 95.7% | 66.3%+29.4pp | 71.0%+24.7pp | 68.7%+27.1pp |
| Annual return | -1.01% | -240.79%+239.8pp | -70.30%+69.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $903 | $1,586-43.1% | $2,322-61.1% | $2,203-59.0% |
| Participant deferral / active EE | $1,430 | $2,343-39.0% | $2,953-51.6% | $3,192-55.2% |
| Admin fee / account holder | $225 | $3,600-93.8% | $5,892-96.2% | $4,297-94.8% |