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 | $14,773 | $124,319-88.1% | $111,297-86.7% | $167,490-91.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 43.12% | 37.44%+5.7pp | 54.65%-11.5pp | 478.56%-435.4pp |
| Employer contribution / active EE | $2,133 | $3,435-37.9% | $2,731-21.9% | $4,837-55.9% |
| Participant deferral / active EE | $8,842 | $5,180+70.7% | $4,487+97.1% | $6,341+39.4% |
| Admin fee / account holder | $36 | $10,618-99.7% | $7,964-99.5% | $12,309-99.7% |