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 | $6,162 | $99,877-93.8% | $84,966-92.7% | $145,922-95.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.83% | 83.76%-67.9pp | 66.38%-50.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,188 | $3,231-63.2% | $2,727-56.4% | $4,660-74.5% |
| Participant deferral / active EE | $1,188 | $5,291-77.5% | $4,519-73.7% | $6,688-82.2% |
| Admin fee / account holder | $22 | $7,248-99.7% | $6,149-99.6% | $13,397-99.8% |