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 7-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 | $21,186 | $162,781-87.0% | $133,956-84.2% | $158,922-86.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 96.73% | 41.94%+54.8pp | 45.09%+51.6pp | 302.83%-206.1pp |
| Employer contribution / active EE | $2,911 | $4,975-41.5% | $3,919-25.7% | $4,761-38.9% |
| Participant deferral / active EE | $19,327 | $5,911+227.0% | $5,048+282.9% | $5,982+223.1% |
| Admin fee / account holder | $21 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |