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 | $6,426 | $73,515-91.3% | $62,995-89.8% | $147,584-95.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 37.23% | 175.43%-138.2pp | 87.57%-50.3pp | 578.55%-541.3pp |
| Employer contribution / active EE | $1,597 | $3,320-51.9% | $2,759-42.1% | $4,876-67.3% |
| Participant deferral / active EE | $3,846 | $4,185-8.1% | $3,329+15.5% | $5,439-29.3% |
| Admin fee / account holder | $82 | $5,953-98.6% | $3,600-97.7% | $10,885-99.2% |