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 4-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 | $10,758 | $106,515-89.9% | $96,683-88.9% | $139,434-92.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 67.77% | 38.43%+29.3pp | 35.69%+32.1pp | 372.94%-305.2pp |
| Employer contribution / active EE | $1,764 | $4,103-57.0% | $3,737-52.8% | $4,751-62.9% |
| Participant deferral / active EE | $6,615 | $5,454+21.3% | $4,878+35.6% | $6,710-1.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |