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 | $28,377 | $209,832-86.5% | $189,513-85.0% | $167,490-83.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $8,850 | $6,914+28.0% | $6,162+43.6% | $4,837+82.9% |
| Participant deferral / active EE | $8,850 | $8,935-1.0% | $8,221+7.6% | $6,341+39.6% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |