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 | $13,986 | $133,922-89.6% | $116,228-88.0% | $142,382-90.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.69% | 147.76%-125.1pp | 90.06%-67.4pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,807 | $3,446-47.5% | $2,994-39.6% | $4,299-58.0% |
| Participant deferral / active EE | $4,193 | $5,672-26.1% | $4,953-15.3% | $6,507-35.6% |
| Admin fee / account holder | $94 | $14,945-99.4% | $11,989-99.2% | $12,624-99.3% |