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 | $6,324 | $135,952-95.3% | $123,892-94.9% | $273,961-97.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 256.98% | 56.63%+200.4pp | 47.52%+209.5pp | 41.45%+215.5pp |
| Employer contribution / active EE | $2,586 | $5,170-50.0% | $4,617-44.0% | $4,869-46.9% |
| Participant deferral / active EE | $4,675 | $6,343-26.3% | $5,984-21.9% | $5,287-11.6% |
| Admin fee / account holder | $41 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |