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 7-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 | $6,821 | $157,256-95.7% | $141,162-95.2% | $152,861-95.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 63.85% | 64.32%-0.5pp | 71.39%-7.5pp | 345.32%-281.5pp |
| Employer contribution / active EE | $1,110 | $5,261-78.9% | $4,735-76.6% | $4,762-76.7% |
| Participant deferral / active EE | $4,441 | $7,109-37.5% | $6,709-33.8% | $5,850-24.1% |
| Admin fee / account holder | $106 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |