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 | $12,156 | $65,409-81.4% | $98,442-87.7% | $85,850-85.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 24.71% | 21.76%+2.9pp | 1492.73%-1468.0pp | 318.53%-293.8pp |
| Employer contribution / active EE | $1,704 | $2,168-21.4% | $2,960-42.4% | $2,565-33.6% |
| Participant deferral / active EE | $6,028 | $3,166+90.4% | $4,276+41.0% | $3,952+52.5% |
| Admin fee / account holder | $251 | $4,593-94.5% | $5,949-95.8% | $6,260-96.0% |