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 | $11,111 | $160,055-93.1% | $140,016-92.1% | $135,375-91.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,418 | $6,420-77.9% | $5,606-74.7% | $4,779-70.3% |
| Participant deferral / active EE | $8,765 | $7,642+14.7% | $6,927+26.5% | $5,609+56.3% |
| Admin fee / account holder | $16 | $13,328-99.9% | $10,705-99.8% | $10,827-99.8% |