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 6-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 | $9,113 | $124,319-92.7% | $111,297-91.8% | $167,490-94.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 24.87% | 37.44%-12.6pp | 54.65%-29.8pp | 478.56%-453.7pp |
| Employer contribution / active EE | $3,452 | $3,435+0.5% | $2,731+26.4% | $4,837-28.6% |
| Participant deferral / active EE | $3,520 | $5,180-32.1% | $4,487-21.6% | $6,341-44.5% |
| Admin fee / account holder | $41 | $10,618-99.6% | $7,964-99.5% | $12,309-99.7% |