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 | $15,907 | $102,317-84.5% | $146,958-89.2% | $80,856-80.3% |
| Participation rate | 77.3% | 75.8%+1.4pp | 82.2%-4.9pp | 67.6%+9.6pp |
| Annual return | 24.93% | 134.76%-109.8pp | 418.34%-393.4pp | 35.59%-10.7pp |
| Employer contribution / active EE | $2,214 | $3,713-40.4% | $4,933-55.1% | $2,755-19.6% |
| Participant deferral / active EE | $3,408 | $6,644-48.7% | $8,070-57.8% | $4,296-20.7% |
| Admin fee / account holder | $152 | $7,941-98.1% | $12,998-98.8% | $6,918-97.8% |