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 6-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 | $13,925 | $118,849-88.3% | $96,562-85.6% | $167,490-91.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 30.81% | 50.49%-19.7pp | 37.78%-7.0pp | 478.56%-447.8pp |
| Employer contribution / active EE | $2,078 | $3,120-33.4% | $2,356-11.8% | $4,837-57.0% |
| Participant deferral / active EE | $4,498 | $4,616-2.6% | $3,849+16.9% | $6,341-29.1% |
| Admin fee / account holder | $16 | $8,065-99.8% | $6,181-99.7% | $12,309-99.9% |