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 | $11,299 | $102,616-89.0% | $81,983-86.2% | $158,922-92.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 85.95% | 61.04%+24.9pp | 41.31%+44.6pp | 302.83%-216.9pp |
| Employer contribution / active EE | $2,012 | $3,240-37.9% | $2,498-19.5% | $4,761-57.7% |
| Participant deferral / active EE | $6,650 | $4,648+43.1% | $3,722+78.7% | $5,982+11.2% |
| Admin fee / account holder | $15 | $8,235-99.8% | $5,664-99.7% | $11,246-99.9% |