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 3-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 | $7,340 | $169,032-95.7% | $129,207-94.3% | $145,922-95.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 35.04% | 14330.11%-14295.1pp | 9417.33%-9382.3pp | 561.29%-526.2pp |
| Employer contribution / active EE | $1,288 | $5,537-76.7% | $4,153-69.0% | $4,660-72.4% |
| Participant deferral / active EE | $2,603 | $4,987-47.8% | $4,168-37.5% | $6,688-61.1% |
| Admin fee / account holder | $36 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |