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 6-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 | $16,420 | $155,788-89.5% | $124,672-86.8% | $167,490-90.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.90% | 17.97%+0.9pp | 5142.93%-5124.0pp | 478.56%-459.7pp |
| Employer contribution / active EE | $3,011 | $4,163-27.7% | $3,324-9.4% | $4,837-37.8% |
| Participant deferral / active EE | $3,465 | $5,673-38.9% | $4,614-24.9% | $6,341-45.4% |
| Admin fee / account holder | $20 | $9,531-99.8% | $7,493-99.7% | $12,309-99.8% |