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 | $3,178 | $95,971-96.7% | $74,550-95.7% | $135,375-97.7% |
| Participation rate | 82.6% | 75.7%+7.0pp | 69.1%+13.5pp | 82.6%0pp |
| Annual return | -7.94% | 56.96%-64.9pp | 32.53%-40.5pp | 519.73%-527.7pp |
| Employer contribution / active EE | $366 | $2,716-86.5% | $1,961-81.4% | $4,779-92.4% |
| Participant deferral / active EE | $893 | $3,843-76.8% | $3,108-71.3% | $5,609-84.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |