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 10-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 | $9,755 | $118,919-91.8% | $88,538-89.0% | $152,861-93.6% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 33.76% | 47.92%-14.2pp | 43.64%-9.9pp | 345.32%-311.6pp |
| Employer contribution / active EE | $1,721 | $2,669-35.5% | $2,098-18.0% | $4,762-63.9% |
| Participant deferral / active EE | $5,162 | $3,549+45.5% | $2,914+77.1% | $5,850-11.8% |
| Admin fee / account holder | $244 | $5,876-95.9% | $4,310-94.3% | $11,596-97.9% |