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 7-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 | $6,256 | $100,852-93.8% | $90,404-93.1% | $158,922-96.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 90.18% | 1724.20%-1634.0pp | 1293.02%-1202.8pp | 302.83%-212.7pp |
| Employer contribution / active EE | $1,858 | $3,689-49.6% | $3,262-43.0% | $4,761-61.0% |
| Participant deferral / active EE | $2,933 | $4,348-32.5% | $3,963-26.0% | $5,982-51.0% |
| Admin fee / account holder | $289 | $6,501-95.6% | $5,611-94.8% | $11,246-97.4% |