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 | $4,928 | $149,734-96.7% | $118,925-95.9% | $158,922-96.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 70.88% | 19.95%+50.9pp | 35.88%+35.0pp | 302.83%-231.9pp |
| Employer contribution / active EE | $998 | $4,115-75.7% | $3,263-69.4% | $4,761-79.0% |
| Participant deferral / active EE | $2,524 | $5,223-51.7% | $4,265-40.8% | $5,982-57.8% |
| Admin fee / account holder | $75 | $8,603-99.1% | $6,581-98.9% | $11,246-99.3% |