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 | $7,826 | $78,694-90.1% | $67,652-88.4% | $125,391-93.8% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.1pp | 83.2%+2.5pp |
| Annual return | 443.18% | 9.46%+433.7pp | 6625.04%-6181.9pp | 282.22%+161.0pp |
| Employer contribution / active EE | $1,503 | $3,044-50.6% | $2,266-33.7% | $4,866-69.1% |
| Participant deferral / active EE | $2,008 | $4,292-53.2% | $3,560-43.6% | $5,352-62.5% |
| Admin fee / account holder | $14 | $7,403-99.8% | $4,821-99.7% | $9,540-99.9% |