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 | $6,366 | $96,484-93.4% | $75,886-91.6% | $152,861-95.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 888.29% | 33.98%+854.3pp | 30.76%+857.5pp | 345.32%+543.0pp |
| Employer contribution / active EE | $835 | $3,309-74.8% | $2,500-66.6% | $4,762-82.5% |
| Participant deferral / active EE | $2,435 | $4,553-46.5% | $3,603-32.4% | $5,850-58.4% |
| Admin fee / account holder | $76 | $8,078-99.1% | $5,418-98.6% | $11,596-99.3% |