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 3-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 | $24,574 | $201,272-87.8% | $184,203-86.7% | $145,922-83.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 362.85% | 29.00%+333.8pp | 28.81%+334.0pp | 561.29%-198.4pp |
| Employer contribution / active EE | $1,833 | $7,022-73.9% | $6,427-71.5% | $4,660-60.7% |
| Participant deferral / active EE | $10,322 | $9,806+5.3% | $9,131+13.0% | $6,688+54.3% |
| Admin fee / account holder | $72 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |