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 7-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 | $7,197 | $209,411-96.6% | $178,490-96.0% | $158,922-95.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 91.04% | 188.75%-97.7pp | 151.07%-60.0pp | 302.83%-211.8pp |
| Employer contribution / active EE | $2,089 | $5,706-63.4% | $5,011-58.3% | $4,761-56.1% |
| Participant deferral / active EE | $3,115 | $5,954-47.7% | $5,202-40.1% | $5,982-47.9% |
| Admin fee / account holder | $62 | $17,074-99.6% | $13,984-99.6% | $11,246-99.5% |