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 7-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 | $10,901 | $226,064-95.2% | $182,532-94.0% | $152,861-92.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 41.45% | 192.51%-151.1pp | 148.54%-107.1pp | 345.32%-303.9pp |
| Employer contribution / active EE | $1,956 | $4,978-60.7% | $4,076-52.0% | $4,762-58.9% |
| Participant deferral / active EE | $5,296 | $6,368-16.8% | $5,524-4.1% | $5,850-9.5% |
| Admin fee / account holder | $152 | $10,703-98.6% | $8,592-98.2% | $11,596-98.7% |