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 8-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 | $20,853 | $202,318-89.7% | $172,739-87.9% | $152,861-86.4% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 55.50% | 1029.65%-974.2pp | 802.84%-747.3pp | 345.32%-289.8pp |
| Employer contribution / active EE | $5,685 | $5,856-2.9% | $5,143+10.5% | $4,762+19.4% |
| Participant deferral / active EE | $6,487 | $5,948+9.1% | $5,198+24.8% | $5,850+10.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |