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 | $4,950 | $176,812-97.2% | $146,665-96.6% | $167,490-97.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 92.48% | 24.03%+68.4pp | 22.74%+69.7pp | 478.56%-386.1pp |
| Employer contribution / active EE | $1,430 | $5,160-72.3% | $4,136-65.4% | $4,837-70.4% |
| Participant deferral / active EE | $2,910 | $6,440-54.8% | $5,506-47.2% | $6,341-54.1% |
| Admin fee / account holder | $19 | $13,259-99.9% | $10,280-99.8% | $12,309-99.8% |