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 5-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 | $6,147 | $83,902-92.7% | $167,512-96.3% | $84,808-92.8% |
| Participation rate | 87.5% | 66.5%+21.0pp | 77.1%+10.4pp | 68.3%+19.2pp |
| Annual return | 21.54% | 91.55%-70.0pp | 1615.79%-1594.3pp | 40.90%-19.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,969 | $4,442-55.7% | $6,405-69.3% | $4,212-53.3% |
| Admin fee / account holder | $185 | $7,915-97.7% | $9,769-98.1% | $7,344-97.5% |