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 | $14,594 | $77,813-81.2% | $123,544-88.2% | $64,186-77.3% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.3%+16.1pp | 69.6%+28.8pp |
| Annual return | 315.64% | 12.48%+303.2pp | 119.20%+196.4pp | 7.63%+308.0pp |
| Employer contribution / active EE | $1,893 | $3,014-37.2% | $4,628-59.1% | $2,381-20.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |