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 3-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 | $6,758 | $102,604-93.4% | $86,188-92.2% | $139,434-95.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.49% | 1922.51%-1899.0pp | 1168.45%-1145.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $3,128 | $3,032+3.2% | $2,380+31.4% | $4,751-34.1% |
| Participant deferral / active EE | $3,496 | $4,676-25.2% | $3,985-12.3% | $6,710-47.9% |
| Admin fee / account holder | $154 | $8,657-98.2% | $6,852-97.8% | $11,403-98.7% |