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 5-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 | $17,685 | $82,664-78.6% | $125,339-85.9% | $68,494-74.2% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -11.61% | -5.97%-5.6pp | 572.05%-583.7pp | -7.84%-3.8pp |
| Employer contribution / active EE | $3,132 | $3,381-7.4% | $4,814-34.9% | $2,596+20.6% |
| Participant deferral / active EE | $9,265 | $6,110+51.6% | $7,446+24.4% | $4,027+130.1% |
| Admin fee / account holder | $271 | $6,275-95.7% | $10,010-97.3% | $5,403-95.0% |