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 | $9,069 | $160,055-94.3% | $140,016-93.5% | $135,375-93.3% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,776 | $6,420-56.8% | $5,606-50.5% | $4,779-41.9% |
| Participant deferral / active EE | $4,204 | $7,642-45.0% | $6,927-39.3% | $5,609-25.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |