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 3-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 | $16,374 | $150,187-89.1% | $120,354-86.4% | $145,922-88.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.41% | 154.07%-143.7pp | 107.15%-96.7pp | 561.29%-550.9pp |
| Employer contribution / active EE | $7,358 | $4,348+69.2% | $3,463+112.5% | $4,660+57.9% |
| Participant deferral / active EE | $3,928 | $6,173-36.4% | $4,991-21.3% | $6,688-41.3% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |