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 | $16,308 | $124,425-86.9% | $112,040-85.4% | $137,256-88.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 181.84% | 24.72%+157.1pp | 24.52%+157.3pp | 220.34%-38.5pp |
| Employer contribution / active EE | $1,910 | $3,411-44.0% | $2,954-35.3% | $4,156-54.0% |
| Participant deferral / active EE | $3,801 | $5,718-33.5% | $5,098-25.4% | $6,407-40.7% |
| Admin fee / account holder | $262 | $15,207-98.3% | $12,098-97.8% | $12,270-97.9% |