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 | $14,158 | $115,770-87.8% | $101,248-86.0% | $158,922-91.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.58% | 56.14%-39.6pp | 46.47%-29.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,000 | $4,175-52.1% | $3,660-45.4% | $4,761-58.0% |
| Participant deferral / active EE | $2,503 | $4,957-49.5% | $4,370-42.7% | $5,982-58.2% |
| Admin fee / account holder | $99 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |