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 3-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 | $3,877 | $108,919-96.4% | $100,391-96.1% | $145,922-97.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.81% | 57.88%-34.1pp | 49.20%-25.4pp | 561.29%-537.5pp |
| Employer contribution / active EE | $2,258 | $4,419-48.9% | $3,942-42.7% | $4,660-51.6% |
| Participant deferral / active EE | $4,108 | $8,445-51.4% | $8,082-49.2% | $6,688-38.6% |
| Admin fee / account holder | $36 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |