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 | $18,031 | $63,346-71.5% | $92,233-80.5% | $70,131-74.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.62% | 530.12%-509.5pp | 176.28%-155.7pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,042 | $2,471-17.4% | $3,679-44.5% | $2,342-12.8% |
| Participant deferral / active EE | $2,751 | $2,854-3.6% | $3,897-29.4% | $3,332-17.4% |
| Admin fee / account holder | $207 | $3,840-94.6% | $5,194-96.0% | $4,645-95.5% |