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 | $10,879 | $197,591-94.5% | $177,821-93.9% | $158,922-93.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 271.71% | 58.76%+213.0pp | 48.32%+223.4pp | 302.83%-31.1pp |
| Employer contribution / active EE | $1,770 | $6,697-73.6% | $5,918-70.1% | $4,761-62.8% |
| Participant deferral / active EE | $4,220 | $8,405-49.8% | $7,714-45.3% | $5,982-29.5% |
| Admin fee / account holder | $21 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |