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 8-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 | $13,138 | $152,587-91.4% | $125,175-89.5% | $152,861-91.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 34.13% | 54.84%-20.7pp | 43.79%-9.7pp | 345.32%-311.2pp |
| Employer contribution / active EE | $3,457 | $4,946-30.1% | $3,865-10.6% | $4,762-27.4% |
| Participant deferral / active EE | $5,957 | $5,868+1.5% | $4,937+20.7% | $5,850+1.8% |
| Admin fee / account holder | $38 | $13,434-99.7% | $9,702-99.6% | $11,596-99.7% |