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 | $12,089 | $167,307-92.8% | $143,757-91.6% | $134,475-91.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 75.04% | 0.46%+74.6pp | -0.04%+75.1pp | 417.96%-342.9pp |
| Employer contribution / active EE | $4,412 | $5,619-21.5% | $4,951-10.9% | $4,740-6.9% |
| Participant deferral / active EE | $5,743 | $6,446-10.9% | $5,637+1.9% | $6,400-10.3% |
| Admin fee / account holder | $146 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |