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 5-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 | $5,907 | $114,047-94.8% | $96,139-93.9% | $167,490-96.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 26.84% | 189.88%-163.0pp | 191.94%-165.1pp | 478.56%-451.7pp |
| Employer contribution / active EE | $1,185 | $3,427-65.4% | $2,797-57.6% | $4,837-75.5% |
| Participant deferral / active EE | $4,566 | $5,194-12.1% | $4,349+5.0% | $6,341-28.0% |
| Admin fee / account holder | $11 | $6,897-99.8% | $5,537-99.8% | $12,309-99.9% |