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 9-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 | $4,639 | $162,781-97.2% | $133,956-96.5% | $158,922-97.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 35.65% | 41.94%-6.3pp | 45.09%-9.4pp | 302.83%-267.2pp |
| Employer contribution / active EE | $1,237 | $4,975-75.1% | $3,919-68.4% | $4,761-74.0% |
| Participant deferral / active EE | $2,447 | $5,911-58.6% | $5,048-51.5% | $5,982-59.1% |
| Admin fee / account holder | $66 | $11,736-99.4% | $8,927-99.3% | $11,246-99.4% |