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 | $19,475 | $89,355-78.2% | $141,162-86.2% | $72,985-73.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 50.52% | 111.85%-61.3pp | 71.39%-20.9pp | 81.00%-30.5pp |
| Employer contribution / active EE | $3,058 | $3,114-1.8% | $4,735-35.4% | $2,440+25.3% |
| Participant deferral / active EE | $5,763 | $5,418+6.4% | $6,709-14.1% | $3,607+59.8% |
| Admin fee / account holder | $226 | $5,958-96.2% | $10,261-97.8% | $5,124-95.6% |