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 | $18,749 | $150,440-87.5% | $136,294-86.2% | $147,584-87.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 37.01% | 1049.08%-1012.1pp | 5155.94%-5118.9pp | 578.55%-541.5pp |
| Employer contribution / active EE | $942 | $5,256-82.1% | $4,695-79.9% | $4,876-80.7% |
| Participant deferral / active EE | $5,451 | $6,630-17.8% | $6,247-12.8% | $5,439+0.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |