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 10-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 | $14,101 | $165,912-91.5% | $122,332-88.5% | $147,584-90.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.33% | 34.55%-21.2pp | 30.27%-16.9pp | 578.55%-565.2pp |
| Employer contribution / active EE | $4,150 | $5,754-27.9% | $4,050+2.5% | $4,876-14.9% |
| Participant deferral / active EE | $3,356 | $4,005-16.2% | $3,287+2.1% | $5,439-38.3% |
| Admin fee / account holder | $102 | $7,424-98.6% | $5,478-98.1% | $10,885-99.1% |