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 | $5,248 | $84,695-93.8% | $73,843-92.9% | $125,391-95.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.79% | 3123.53%-3126.3pp | 2267.84%-2270.6pp | 282.22%-285.0pp |
| Employer contribution / active EE | $385 | $3,123-87.7% | $2,787-86.2% | $4,866-92.1% |
| Participant deferral / active EE | $3,040 | $3,992-23.8% | $3,583-15.1% | $5,352-43.2% |
| Admin fee / account holder | $121 | $5,691-97.9% | $4,880-97.5% | $9,540-98.7% |