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 9-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 | $23,425 | $202,318-88.4% | $172,739-86.4% | $152,861-84.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 36.00% | 1029.65%-993.7pp | 802.84%-766.8pp | 345.32%-309.3pp |
| Employer contribution / active EE | $2,188 | $5,856-62.6% | $5,143-57.5% | $4,762-54.1% |
| Participant deferral / active EE | $3,481 | $5,948-41.5% | $5,198-33.0% | $5,850-40.5% |
| Admin fee / account holder | $16 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |