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 | $14,094 | $102,317-86.2% | $146,958-90.4% | $80,856-82.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.76% | 134.76%-116.0pp | 418.34%-399.6pp | 35.59%-16.8pp |
| Employer contribution / active EE | $1,595 | $3,713-57.1% | $4,933-67.7% | $2,755-42.1% |
| Participant deferral / active EE | $3,626 | $6,644-45.4% | $8,070-55.1% | $4,296-15.6% |
| Admin fee / account holder | $142 | $7,941-98.2% | $12,998-98.9% | $6,918-97.9% |