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 | $6,974 | $114,047-93.9% | $96,139-92.7% | $167,490-95.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 25.90% | 189.88%-164.0pp | 191.94%-166.0pp | 478.56%-452.7pp |
| Employer contribution / active EE | $1,574 | $3,427-54.1% | $2,797-43.7% | $4,837-67.5% |
| Participant deferral / active EE | $3,244 | $5,194-37.5% | $4,349-25.4% | $6,341-48.8% |
| Admin fee / account holder | $129 | $6,897-98.1% | $5,537-97.7% | $12,309-99.0% |