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 | $11,407 | $190,805-94.0% | $159,960-92.9% | $134,475-91.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.20% | 552.23%-571.4pp | 408.60%-427.8pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,120 | $4,995-57.6% | $4,226-49.8% | $4,740-55.3% |
| Participant deferral / active EE | $3,950 | $6,923-42.9% | $6,182-36.1% | $6,400-38.3% |
| Admin fee / account holder | $36 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |