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 6-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 | $17,838 | $217,402-91.8% | $185,823-90.4% | $167,490-89.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.51% | 148.36%-134.9pp | 122.05%-108.5pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,641 | $5,873-55.0% | $5,167-48.9% | $4,837-45.4% |
| Participant deferral / active EE | $2,641 | $6,356-58.5% | $5,568-52.6% | $6,341-58.4% |
| Admin fee / account holder | $63 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |