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 5-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 | $25,382 | $217,402-88.3% | $185,823-86.3% | $167,490-84.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 124.22% | 148.36%-24.1pp | 122.05%+2.2pp | 478.56%-354.3pp |
| Employer contribution / active EE | $3,759 | $5,873-36.0% | $5,167-27.2% | $4,837-22.3% |
| Participant deferral / active EE | $6,848 | $6,356+7.7% | $5,568+23.0% | $6,341+8.0% |
| Admin fee / account holder | $157 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |