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 | $12,558 | $198,466-93.7% | $170,442-92.6% | $147,584-91.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 135.69% | 257.29%-121.6pp | 205.93%-70.2pp | 578.55%-442.9pp |
| Employer contribution / active EE | $1,787 | $6,184-71.1% | $5,433-67.1% | $4,876-63.4% |
| Participant deferral / active EE | $3,957 | $5,629-29.7% | $4,939-19.9% | $5,439-27.2% |
| Admin fee / account holder | $214 | $16,852-98.7% | $13,880-98.5% | $10,885-98.0% |