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 | $12,155 | $50,958-76.1% | $74,550-83.7% | $64,186-81.1% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.1%+22.9pp | 69.6%+22.4pp |
| Annual return | -7.13% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,281 | $1,115+14.9% | $1,961-34.7% | $2,381-46.2% |
| Participant deferral / active EE | $1,586 | $2,301-31.1% | $3,108-49.0% | $3,470-54.3% |
| Admin fee / account holder | $285 | $4,223-93.3% | $5,060-94.4% | $4,888-94.2% |