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 9-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 | $20,946 | $104,251-79.9% | $91,001-77.0% | $147,584-85.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 30.38% | 27.06%+3.3pp | 4.60%+25.8pp | 578.55%-548.2pp |
| Employer contribution / active EE | $3,906 | $3,116+25.4% | $2,456+59.0% | $4,876-19.9% |
| Participant deferral / active EE | $7,996 | $4,195+90.6% | $3,547+125.4% | $5,439+47.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |