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 | $15,201 | $176,377-91.4% | $134,143-88.7% | $158,922-90.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 48.28% | 63.63%-15.4pp | 36.33%+11.9pp | 302.83%-254.5pp |
| Employer contribution / active EE | $2,400 | $5,040-52.4% | $3,704-35.2% | $4,761-49.6% |
| Participant deferral / active EE | $5,700 | $4,091+39.3% | $3,499+62.9% | $5,982-4.7% |
| Admin fee / account holder | $40 | $8,718-99.5% | $6,684-99.4% | $11,246-99.6% |