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 | $8,317 | $152,509-94.5% | $117,472-92.9% | $134,475-93.8% |
| Participation rate | 95.0% | 77.1%+17.9pp | 70.6%+24.4pp | 81.2%+13.8pp |
| Annual return | -19.22% | 52.99%-72.2pp | 29.74%-49.0pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,767 | $5,571-68.3% | $4,176-57.7% | $4,740-62.7% |
| Participant deferral / active EE | $2,889 | $4,818-40.0% | $4,070-29.0% | $6,400-54.9% |
| Admin fee / account holder | $32 | $7,004-99.5% | $5,645-99.4% | $11,426-99.7% |