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 9-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 | $12,863 | $89,355-85.6% | $141,162-90.9% | $72,985-82.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 31.28% | 111.85%-80.6pp | 71.39%-40.1pp | 81.00%-49.7pp |
| Employer contribution / active EE | $2,920 | $3,114-6.3% | $4,735-38.3% | $2,440+19.7% |
| Participant deferral / active EE | $4,603 | $5,418-15.0% | $6,709-31.4% | $3,607+27.6% |
| Admin fee / account holder | $229 | $5,958-96.1% | $10,261-97.8% | $5,124-95.5% |