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 7-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 | $15,608 | $115,770-86.5% | $101,248-84.6% | $158,922-90.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.42% | 56.14%-26.7pp | 46.47%-17.1pp | 302.83%-273.4pp |
| Employer contribution / active EE | $2,480 | $4,175-40.6% | $3,660-32.2% | $4,761-47.9% |
| Participant deferral / active EE | $4,176 | $4,957-15.8% | $4,370-4.5% | $5,982-30.2% |
| Admin fee / account holder | $280 | $7,245-96.1% | $5,945-95.3% | $11,246-97.5% |