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 | $7,627 | $65,685-88.4% | $57,179-86.7% | $273,961-97.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6878.26% | 21.99%+6856.3pp | 14.59%+6863.7pp | 41.45%+6836.8pp |
| Employer contribution / active EE | $4,721 | $3,279+44.0% | $2,682+76.0% | $4,869-3.0% |
| Participant deferral / active EE | $3,033 | $3,782-19.8% | $3,096-2.0% | $5,287-42.6% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |