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 | $16,801 | $72,177-76.7% | $115,037-85.4% | $59,632-71.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.03% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $4,197 | $2,841+47.7% | $4,608-8.9% | $2,203+90.5% |
| Participant deferral / active EE | $3,212 | $4,783-32.8% | $6,026-46.7% | $3,192+0.6% |
| Admin fee / account holder | $240 | $4,927-95.1% | $8,175-97.1% | $4,297-94.4% |