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 10-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 | $7,728 | $73,515-89.5% | $62,995-87.7% | $147,584-94.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.66% | 175.43%-160.8pp | 87.57%-72.9pp | 578.55%-563.9pp |
| Employer contribution / active EE | $459 | $3,320-86.2% | $2,759-83.4% | $4,876-90.6% |
| Participant deferral / active EE | $1,476 | $4,185-64.7% | $3,329-55.7% | $5,439-72.9% |
| Admin fee / account holder | $276 | $5,953-95.4% | $3,600-92.3% | $10,885-97.5% |