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 | $5,707 | $81,632-93.0% | $70,449-91.9% | $158,922-96.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 36.20% | 208.40%-172.2pp | 109.03%-72.8pp | 302.83%-266.6pp |
| Employer contribution / active EE | $1,680 | $3,217-47.8% | $2,737-38.6% | $4,761-64.7% |
| Participant deferral / active EE | $1,569 | $4,554-65.5% | $3,709-57.7% | $5,982-73.8% |
| Admin fee / account holder | $177 | $6,193-97.1% | $3,845-95.4% | $11,246-98.4% |