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 5-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 | $11,646 | $107,934-89.2% | $91,989-87.3% | $152,861-92.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 143.15% | 89.24%+53.9pp | 69.02%+74.1pp | 345.32%-202.2pp |
| Employer contribution / active EE | $3,225 | $4,210-23.4% | $3,452-6.6% | $4,762-32.3% |
| Participant deferral / active EE | $4,450 | $6,364-30.1% | $5,923-24.9% | $5,850-23.9% |
| Admin fee / account holder | $17 | $10,520-99.8% | $7,743-99.8% | $11,596-99.9% |