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 8-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 | $12,999 | $202,318-93.6% | $172,739-92.5% | $152,861-91.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 38.60% | 1029.65%-991.0pp | 802.84%-764.2pp | 345.32%-306.7pp |
| Employer contribution / active EE | $2,365 | $5,856-59.6% | $5,143-54.0% | $4,762-50.3% |
| Participant deferral / active EE | $5,505 | $5,948-7.4% | $5,198+5.9% | $5,850-5.9% |
| Admin fee / account holder | $239 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |