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 3-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 | $5,648 | $99,079-94.3% | $77,999-92.8% | $273,961-97.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 12.31% | 217.93%-205.6pp | 425.96%-413.7pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,117 | $3,308-66.2% | $2,470-54.8% | $4,869-77.1% |
| Participant deferral / active EE | $1,628 | $4,306-62.2% | $3,497-53.4% | $5,287-69.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |