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 | $7,225 | $98,750-92.7% | $149,696-95.2% | $79,858-91.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 103.10% | 27.43%+75.7pp | 276.60%-173.5pp | 31.71%+71.4pp |
| Employer contribution / active EE | $1,985 | $3,216-38.3% | $4,644-57.3% | $2,471-19.7% |
| Participant deferral / active EE | $3,258 | $5,680-42.6% | $6,842-52.4% | $3,740-12.9% |
| Admin fee / account holder | $49 | $6,053-99.2% | $9,309-99.5% | $5,306-99.1% |