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 | $9,274 | $121,625-92.4% | $104,607-91.1% | $158,922-94.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.17% | 465.26%-448.1pp | 340.46%-323.3pp | 302.83%-285.7pp |
| Employer contribution / active EE | $4,896 | $3,163+54.8% | $2,681+82.7% | $4,761+2.8% |
| Participant deferral / active EE | $748 | $4,177-82.1% | $3,740-80.0% | $5,982-87.5% |
| Admin fee / account holder | $52 | $7,787-99.3% | $6,473-99.2% | $11,246-99.5% |