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 3-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 | $7,222 | $111,754-93.5% | $103,333-93.0% | $145,922-95.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 96.89% | 24.77%+72.1pp | 24.88%+72.0pp | 561.29%-464.4pp |
| Employer contribution / active EE | $1,065 | $4,212-74.7% | $3,868-72.5% | $4,660-77.1% |
| Participant deferral / active EE | $3,142 | $5,619-44.1% | $5,057-37.9% | $6,688-53.0% |
| Admin fee / account holder | $42 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |