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 7-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 | $4,769 | $100,852-95.3% | $90,404-94.7% | $158,922-97.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 35.79% | 1724.20%-1688.4pp | 1293.02%-1257.2pp | 302.83%-267.0pp |
| Employer contribution / active EE | $1,145 | $3,689-69.0% | $3,262-64.9% | $4,761-75.9% |
| Participant deferral / active EE | $1,450 | $4,348-66.6% | $3,963-63.4% | $5,982-75.8% |
| Admin fee / account holder | $13 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |