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 9-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 | $5,650 | $63,346-91.1% | $92,233-93.9% | $70,131-91.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 28.09% | 530.12%-502.0pp | 176.28%-148.2pp | 73.14%-45.0pp |
| Employer contribution / active EE | $1,627 | $2,471-34.1% | $3,679-55.8% | $2,342-30.5% |
| Participant deferral / active EE | $3,552 | $2,854+24.5% | $3,897-8.8% | $3,332+6.6% |
| Admin fee / account holder | $121 | $3,840-96.8% | $5,194-97.7% | $4,645-97.4% |