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 | $23,886 | $202,318-88.2% | $172,739-86.2% | $152,861-84.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.71% | 1029.65%-1000.9pp | 802.84%-774.1pp | 345.32%-316.6pp |
| Employer contribution / active EE | $6,973 | $5,856+19.1% | $5,143+35.6% | $4,762+46.4% |
| Participant deferral / active EE | $3,222 | $5,948-45.8% | $5,198-38.0% | $5,850-44.9% |
| Admin fee / account holder | $81 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |