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 4-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 | $24,759 | $102,317-75.8% | $146,958-83.2% | $80,856-69.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 35.28% | 134.76%-99.5pp | 418.34%-383.1pp | 35.59%-0.3pp |
| Employer contribution / active EE | $5,341 | $3,713+43.8% | $4,933+8.3% | $2,755+93.9% |
| Participant deferral / active EE | $10,547 | $6,644+58.8% | $8,070+30.7% | $4,296+145.5% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |