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 10-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 | $2,833 | $88,751-96.8% | $81,812-96.5% | $145,922-98.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.74% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $403 | $3,083-86.9% | $2,912-86.2% | $4,660-91.4% |
| Participant deferral / active EE | $2,228 | $4,643-52.0% | $4,319-48.4% | $6,688-66.7% |
| Admin fee / account holder | $211 | $8,415-97.5% | $7,386-97.1% | $13,397-98.4% |