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 6-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 | $16,928 | $127,777-86.8% | $106,548-84.1% | $167,490-89.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 50.84% | 33.87%+17.0pp | 26.80%+24.0pp | 478.56%-427.7pp |
| Employer contribution / active EE | $5,912 | $3,427+72.5% | $2,819+109.7% | $4,837+22.2% |
| Participant deferral / active EE | $2,418 | $5,087-52.5% | $4,398-45.0% | $6,341-61.9% |
| Admin fee / account holder | $176 | $11,228-98.4% | $7,407-97.6% | $12,309-98.6% |