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 8-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 | $9,079 | $107,015-91.5% | $73,545-87.7% | $147,584-93.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 20.91% | 38.25%-17.3pp | -15.16%+36.1pp | 578.55%-557.6pp |
| Employer contribution / active EE | $1,302 | $1,760-26.0% | $1,219+6.8% | $4,876-73.3% |
| Participant deferral / active EE | $2,495 | $2,462+1.4% | $1,806+38.2% | $5,439-54.1% |
| Admin fee / account holder | $1 | $3,055-100.0% | $2,320-99.9% | $10,885-100.0% |