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 10-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 | $15,606 | $202,318-92.3% | $172,739-91.0% | $152,861-89.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.16% | 1029.65%-999.5pp | 802.84%-772.7pp | 345.32%-315.2pp |
| Employer contribution / active EE | $3,863 | $5,856-34.0% | $5,143-24.9% | $4,762-18.9% |
| Participant deferral / active EE | $2,966 | $5,948-50.1% | $5,198-42.9% | $5,850-49.3% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |