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 | $13,575 | $89,355-84.8% | $141,162-90.4% | $72,985-81.4% |
| Participation rate | 89.1% | 75.1%+14.0pp | 82.5%+6.6pp | 69.5%+19.6pp |
| Annual return | 1098.80% | 111.85%+987.0pp | 71.39%+1027.4pp | 81.00%+1017.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,817 | $5,418-29.6% | $6,709-43.1% | $3,607+5.8% |
| Admin fee / account holder | $2 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |