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 | $25,758 | $168,632-84.7% | $147,614-82.6% | $125,391-79.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.95% | 77.65%-78.6pp | 61.98%-62.9pp | 282.22%-283.2pp |
| Employer contribution / active EE | $7,968 | $6,252+27.4% | $5,564+43.2% | $4,866+63.8% |
| Participant deferral / active EE | $3,571 | $5,507-35.2% | $4,895-27.1% | $5,352-33.3% |
| Admin fee / account holder | $154 | $13,580-98.9% | $11,611-98.7% | $9,540-98.4% |