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 | $11,785 | $102,616-88.5% | $81,983-85.6% | $158,922-92.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 39.23% | 61.04%-21.8pp | 41.31%-2.1pp | 302.83%-263.6pp |
| Employer contribution / active EE | $1,500 | $3,240-53.7% | $2,498-40.0% | $4,761-68.5% |
| Participant deferral / active EE | $5,909 | $4,648+27.1% | $3,722+58.8% | $5,982-1.2% |
| Admin fee / account holder | $19 | $8,235-99.8% | $5,664-99.7% | $11,246-99.8% |