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 | $11,485 | $211,958-94.6% | $169,463-93.2% | $135,375-91.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 250.69% | 3.26%+247.4pp | 1.83%+248.9pp | 519.73%-269.0pp |
| Employer contribution / active EE | $1,453 | $5,120-71.6% | $4,159-65.1% | $4,779-69.6% |
| Participant deferral / active EE | $2,967 | $6,075-51.2% | $5,277-43.8% | $5,609-47.1% |
| Admin fee / account holder | $8 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |