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 | $11,749 | $82,630-85.8% | $64,105-81.7% | $125,391-90.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.51% | 1489.72%-1492.2pp | 791.24%-793.8pp | 282.22%-284.7pp |
| Employer contribution / active EE | $1,826 | $2,671-31.6% | $1,820+0.3% | $4,866-62.5% |
| Participant deferral / active EE | $3,434 | $3,608-4.8% | $2,822+21.7% | $5,352-35.8% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |