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 | $10,962 | $102,547-89.3% | $78,210-86.0% | $147,584-92.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 0.00% | 51.08%-51.1pp | 40.90%-40.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,156 | $2,617+20.6% | $2,034+55.2% | $4,876-35.3% |
| Participant deferral / active EE | $5,500 | $3,481+58.0% | $2,823+94.8% | $5,439+1.1% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |