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 8-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 | $8,656 | $209,411-95.9% | $178,490-95.2% | $158,922-94.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 65.91% | 188.75%-122.8pp | 151.07%-85.2pp | 302.83%-236.9pp |
| Employer contribution / active EE | $2,149 | $5,706-62.3% | $5,011-57.1% | $4,761-54.9% |
| Participant deferral / active EE | $5,656 | $5,954-5.0% | $5,202+8.7% | $5,982-5.4% |
| Admin fee / account holder | $231 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |