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 | $8,784 | $105,998-91.7% | $92,233-90.5% | $147,584-94.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.22% | 50.05%-28.8pp | 176.28%-155.1pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,732 | $4,333-60.0% | $3,679-52.9% | $4,876-64.5% |
| Participant deferral / active EE | $2,886 | $4,478-35.5% | $3,897-25.9% | $5,439-46.9% |
| Admin fee / account holder | $277 | $6,332-95.6% | $5,194-94.7% | $10,885-97.5% |