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 | $4,240 | $109,327-96.1% | $89,391-95.3% | $158,922-97.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 34.11% | 345.68%-311.6pp | 245.62%-211.5pp | 302.83%-268.7pp |
| Employer contribution / active EE | $375 | $3,170-88.2% | $2,586-85.5% | $4,761-92.1% |
| Participant deferral / active EE | $1,787 | $4,598-61.1% | $3,890-54.1% | $5,982-70.1% |
| Admin fee / account holder | $37 | $6,153-99.4% | $4,881-99.3% | $11,246-99.7% |