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 | $27,046 | $160,055-83.1% | $140,016-80.7% | $135,375-80.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.30% | 911.38%-916.7pp | 651.12%-656.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,990 | $6,420-69.0% | $5,606-64.5% | $4,779-58.4% |
| Participant deferral / active EE | $7,918 | $7,642+3.6% | $6,927+14.3% | $5,609+41.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |