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 | $3,697 | $121,625-97.0% | $104,607-96.5% | $158,922-97.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 40.55% | 465.26%-424.7pp | 340.46%-299.9pp | 302.83%-262.3pp |
| Employer contribution / active EE | $1,373 | $3,163-56.6% | $2,681-48.8% | $4,761-71.2% |
| Participant deferral / active EE | $1,835 | $4,177-56.1% | $3,740-50.9% | $5,982-69.3% |
| Admin fee / account holder | $18 | $7,787-99.8% | $6,473-99.7% | $11,246-99.8% |