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 7-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 | $3,481 | $54,350-93.6% | $82,719-95.8% | $68,494-94.9% |
| Participation rate | 93.9% | 63.9%+30.0pp | 72.6%+21.3pp | 67.9%+26.0pp |
| Annual return | -17.71% | -13.67%-4.0pp | 701.18%-718.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $337 | $2,218-84.8% | $3,009-88.8% | $2,596-87.0% |
| Participant deferral / active EE | $1,503 | $3,246-53.7% | $4,395-65.8% | $4,027-62.7% |
| Admin fee / account holder | $109 | $4,395-97.5% | $5,329-98.0% | $5,403-98.0% |