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 10-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 | $25,350 | $168,632-85.0% | $147,614-82.8% | $125,391-79.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.82% | 77.65%-80.5pp | 61.98%-64.8pp | 282.22%-285.0pp |
| Employer contribution / active EE | $2,483 | $6,252-60.3% | $5,564-55.4% | $4,866-49.0% |
| Participant deferral / active EE | $4,643 | $5,507-15.7% | $4,895-5.1% | $5,352-13.2% |
| Admin fee / account holder | $142 | $13,580-99.0% | $11,611-98.8% | $9,540-98.5% |