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 9-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 | $28,317 | $180,449-84.3% | $154,107-81.6% | $135,375-79.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.20% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,851 | $6,035-19.6% | $5,298-8.4% | $4,779+1.5% |
| Participant deferral / active EE | $4,220 | $5,806-27.3% | $5,081-16.9% | $5,609-24.8% |
| Admin fee / account holder | $106 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |