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 | $11,884 | $176,056-93.3% | $159,436-92.5% | $167,490-92.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 86.94% | 331.75%-244.8pp | 263.57%-176.6pp | 478.56%-391.6pp |
| Employer contribution / active EE | $2,302 | $5,297-56.5% | $4,829-52.3% | $4,837-52.4% |
| Participant deferral / active EE | $7,596 | $7,750-2.0% | $7,352+3.3% | $6,341+19.8% |
| Admin fee / account holder | $25 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |