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 | $8,601 | $75,828-88.7% | $147,614-94.2% | $59,632-85.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 229.36% | 0.37%+229.0pp | 61.98%+167.4pp | 2041.28%-1811.9pp |
| Employer contribution / active EE | $2,103 | $3,485-39.7% | $5,564-62.2% | $2,203-4.5% |
| Participant deferral / active EE | $1,242 | $3,130-60.3% | $4,895-74.6% | $3,192-61.1% |
| Admin fee / account holder | $200 | $5,985-96.7% | $11,611-98.3% | $4,297-95.4% |