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 | $16,389 | $102,382-84.0% | $147,005-88.9% | $80,874-79.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.54% | 134.89%-114.4pp | 418.76%-398.2pp | 35.62%-15.1pp |
| Employer contribution / active EE | $2,148 | $3,715-42.2% | $4,934-56.5% | $2,756-22.1% |
| Participant deferral / active EE | $4,640 | $6,646-30.2% | $8,070-42.5% | $4,297+8.0% |
| Admin fee / account holder | $110 | $7,942-98.6% | $13,006-99.2% | $6,935-98.4% |