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 8-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 | $17,155 | $217,402-92.1% | $185,823-90.8% | $167,490-89.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.13% | 148.36%-124.2pp | 122.05%-97.9pp | 478.56%-454.4pp |
| Employer contribution / active EE | $1,241 | $5,873-78.9% | $5,167-76.0% | $4,837-74.4% |
| Participant deferral / active EE | $3,882 | $6,356-38.9% | $5,568-30.3% | $6,341-38.8% |
| Admin fee / account holder | $76 | $19,811-99.6% | $16,237-99.5% | $12,309-99.4% |