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 | $16,720 | $106,890-84.4% | $84,015-80.1% | $152,861-89.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.56% | 104.99%-80.4pp | 71.31%-46.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $3,202 | $2,734+17.1% | $1,983+61.4% | $4,762-32.8% |
| Participant deferral / active EE | $5,252 | $4,011+30.9% | $3,239+62.2% | $5,850-10.2% |
| Admin fee / account holder | $250 | $8,285-97.0% | $6,101-95.9% | $11,596-97.8% |