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 | $22,268 | $202,318-89.0% | $172,739-87.1% | $152,861-85.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.39% | 1029.65%-1000.3pp | 802.84%-773.5pp | 345.32%-315.9pp |
| Employer contribution / active EE | $3,695 | $5,856-36.9% | $5,143-28.1% | $4,762-22.4% |
| Participant deferral / active EE | $7,960 | $5,948+33.8% | $5,198+53.1% | $5,850+36.1% |
| Admin fee / account holder | $203 | $17,109-98.8% | $13,954-98.5% | $11,596-98.3% |