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 | $13,736 | $106,890-87.1% | $84,015-83.7% | $152,861-91.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.92% | 104.99%-78.1pp | 71.31%-44.4pp | 345.32%-318.4pp |
| Employer contribution / active EE | $5,413 | $2,734+97.9% | $1,983+172.9% | $4,762+13.7% |
| Participant deferral / active EE | $1,509 | $4,011-62.4% | $3,239-53.4% | $5,850-74.2% |
| Admin fee / account holder | $113 | $8,285-98.6% | $6,101-98.2% | $11,596-99.0% |