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 | $11,622 | $202,318-94.3% | $172,739-93.3% | $152,861-92.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.06% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,363 | $5,856-59.7% | $5,143-54.1% | $4,762-50.4% |
| Participant deferral / active EE | $5,933 | $5,948-0.3% | $5,198+14.1% | $5,850+1.4% |
| Admin fee / account holder | $65 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |