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 7-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 | $4,709 | $99,921-95.3% | $85,009-94.5% | $145,959-96.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.00% | 83.89%-67.9pp | 66.47%-50.5pp | 561.95%-545.9pp |
| Employer contribution / active EE | $787 | $3,233-75.7% | $2,728-71.1% | $4,661-83.1% |
| Participant deferral / active EE | $1,255 | $5,293-76.3% | $4,522-72.2% | $6,689-81.2% |
| Admin fee / account holder | $290 | $7,252-96.0% | $6,153-95.3% | $13,398-97.8% |