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 | $33,301 | $183,963-81.9% | $162,163-79.5% | $152,861-78.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 48.18% | 150.76%-102.6pp | 115.59%-67.4pp | 345.32%-297.1pp |
| Employer contribution / active EE | $4,373 | $6,371-31.4% | $5,614-22.1% | $4,762-8.2% |
| Participant deferral / active EE | $13,310 | $8,034+65.7% | $7,298+82.4% | $5,850+127.5% |
| Admin fee / account holder | $107 | $13,121-99.2% | $10,843-99.0% | $11,596-99.1% |