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 | $16,262 | $135,635-88.0% | $110,238-85.2% | $135,375-88.0% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | 852.84% | 513.19%+339.7pp | 314.74%+538.1pp | 519.73%+333.1pp |
| Employer contribution / active EE | $1,653 | $4,906-66.3% | $3,826-56.8% | $4,779-65.4% |
| Participant deferral / active EE | $3,723 | $5,506-32.4% | $4,672-20.3% | $5,609-33.6% |
| Admin fee / account holder | $14 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |