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 | $13,066 | $202,318-93.5% | $172,739-92.4% | $152,861-91.5% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 26.74% | 1029.65%-1002.9pp | 802.84%-776.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,795 | $5,856-52.3% | $5,143-45.6% | $4,762-41.3% |
| Participant deferral / active EE | $5,840 | $5,948-1.8% | $5,198+12.4% | $5,850-0.2% |
| Admin fee / account holder | $11 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |