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 | $29,738 | $202,318-85.3% | $172,739-82.8% | $152,861-80.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 71.19% | 1029.65%-958.5pp | 802.84%-731.7pp | 345.32%-274.1pp |
| Employer contribution / active EE | $12,958 | $5,856+121.3% | $5,143+152.0% | $4,762+172.1% |
| Participant deferral / active EE | $7,595 | $5,948+27.7% | $5,198+46.1% | $5,850+29.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |