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 6-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 | $12,607 | $217,402-94.2% | $185,823-93.2% | $167,490-92.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 30.11% | 148.36%-118.2pp | 122.05%-91.9pp | 478.56%-448.4pp |
| Employer contribution / active EE | $3,012 | $5,873-48.7% | $5,167-41.7% | $4,837-37.7% |
| Participant deferral / active EE | $6,585 | $6,356+3.6% | $5,568+18.3% | $6,341+3.8% |
| Admin fee / account holder | $27 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |