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 7-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 | $12,939 | $142,405-90.9% | $115,157-88.8% | $152,861-91.5% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 153.72% | 41.48%+112.2pp | 35.60%+118.1pp | 345.32%-191.6pp |
| Employer contribution / active EE | $2,485 | $4,010-38.0% | $3,179-21.8% | $4,762-47.8% |
| Participant deferral / active EE | $3,689 | $5,164-28.6% | $4,168-11.5% | $5,850-36.9% |
| Admin fee / account holder | $44 | $8,462-99.5% | $7,088-99.4% | $11,596-99.6% |