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 3-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 | $13,686 | $102,317-86.6% | $146,958-90.7% | $80,856-83.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 53.29% | 134.76%-81.5pp | 418.34%-365.0pp | 35.59%+17.7pp |
| Employer contribution / active EE | $2,791 | $3,713-24.8% | $4,933-43.4% | $2,755+1.3% |
| Participant deferral / active EE | $6,563 | $6,644-1.2% | $8,070-18.7% | $4,296+52.8% |
| Admin fee / account holder | $159 | $7,941-98.0% | $12,998-98.8% | $6,918-97.7% |