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 6-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 | $9,196 | $95,862-90.4% | $79,550-88.4% | $134,475-93.2% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -18.55% | -2.69%-15.9pp | 0.16%-18.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,748 | $3,128-44.1% | $2,413-27.6% | $4,740-63.1% |
| Participant deferral / active EE | $2,008 | $4,693-57.2% | $3,985-49.6% | $6,400-68.6% |
| Admin fee / account holder | $88 | $9,126-99.0% | $6,832-98.7% | $11,426-99.2% |