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 9-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 | $12,837 | $100,754-87.3% | $86,677-85.2% | $134,475-90.5% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.8pp | 81.2%-8.5pp |
| Annual return | -18.31% | 29.04%-47.3pp | 35.91%-54.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,558 | $3,489-55.3% | $2,836-45.1% | $4,740-67.1% |
| Participant deferral / active EE | $2,150 | $5,338-59.7% | $4,656-53.8% | $6,400-66.4% |
| Admin fee / account holder | $69 | $10,926-99.4% | $7,493-99.1% | $11,426-99.4% |