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 10-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 | $14,357 | $63,346-77.3% | $92,233-84.4% | $70,131-79.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 22.04% | 530.12%-508.1pp | 176.28%-154.2pp | 73.14%-51.1pp |
| Employer contribution / active EE | $6,388 | $2,471+158.5% | $3,679+73.6% | $2,342+172.7% |
| Participant deferral / active EE | $2,512 | $2,854-12.0% | $3,897-35.5% | $3,332-24.6% |
| Admin fee / account holder | $95 | $3,840-97.5% | $5,194-98.2% | $4,645-98.0% |