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 4-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 | $14,828 | $126,519-88.3% | $106,201-86.0% | $145,959-89.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.74% | 225.10%-211.4pp | 116.26%-102.5pp | 561.95%-548.2pp |
| Employer contribution / active EE | $3,728 | $3,726+0.1% | $3,170+17.6% | $4,661-20.0% |
| Participant deferral / active EE | $3,836 | $5,716-32.9% | $5,012-23.5% | $6,689-42.7% |
| Admin fee / account holder | $51 | $17,312-99.7% | $11,039-99.5% | $13,398-99.6% |