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 | $21,977 | $165,335-86.7% | $149,696-85.3% | $158,922-86.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 50.28% | 348.15%-297.9pp | 276.60%-226.3pp | 302.83%-252.5pp |
| Employer contribution / active EE | $1,811 | $5,103-64.5% | $4,644-61.0% | $4,761-62.0% |
| Participant deferral / active EE | $4,557 | $7,181-36.5% | $6,842-33.4% | $5,982-23.8% |
| Admin fee / account holder | $142 | $10,807-98.7% | $9,309-98.5% | $11,246-98.7% |