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 | $31,482 | $183,963-82.9% | $162,163-80.6% | $152,861-79.4% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.4%+12.8pp |
| Annual return | 33.53% | 150.76%-117.2pp | 115.59%-82.1pp | 345.32%-311.8pp |
| Employer contribution / active EE | $2,694 | $6,371-57.7% | $5,614-52.0% | $4,762-43.4% |
| Participant deferral / active EE | $9,830 | $8,034+22.4% | $7,298+34.7% | $5,850+68.0% |
| Admin fee / account holder | $38 | $13,121-99.7% | $10,843-99.6% | $11,596-99.7% |