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 | $9,918 | $150,187-93.4% | $120,354-91.8% | $145,922-93.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 62.00% | 154.07%-92.1pp | 107.15%-45.1pp | 561.29%-499.3pp |
| Employer contribution / active EE | $3,054 | $4,348-29.8% | $3,463-11.8% | $4,660-34.5% |
| Participant deferral / active EE | $6,054 | $6,173-1.9% | $4,991+21.3% | $6,688-9.5% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |