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 4-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 | $12,675 | $210,648-94.0% | $177,989-92.9% | $145,922-91.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.85% | 385.86%-376.0pp | 294.48%-284.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,250 | $4,565-72.6% | $3,949-68.3% | $4,660-73.2% |
| Participant deferral / active EE | $3,530 | $6,958-49.3% | $6,276-43.8% | $6,688-47.2% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |