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 8-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 | $7,558 | $108,642-93.0% | $74,701-89.9% | $152,861-95.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 17.57% | 114.06%-96.5pp | 752.92%-735.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,686 | $1,503+12.2% | $1,084+55.6% | $4,762-64.6% |
| Participant deferral / active EE | $3,869 | $2,712+42.7% | $1,964+97.1% | $5,850-33.9% |
| Admin fee / account holder | $273 | $4,902-94.4% | $3,333-91.8% | $11,596-97.6% |