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 8-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 | $12,162 | $138,044-91.2% | $125,339-90.3% | $134,475-91.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.38% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,416 | $5,243-73.0% | $4,814-70.6% | $4,740-70.1% |
| Participant deferral / active EE | $8,943 | $7,799+14.7% | $7,446+20.1% | $6,400+39.7% |
| Admin fee / account holder | $45 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |