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 | $23,752 | $171,164-86.1% | $127,761-81.4% | $152,861-84.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 406.45% | 23.54%+382.9pp | 26.14%+380.3pp | 345.32%+61.1pp |
| Employer contribution / active EE | $8,342 | $5,447+53.1% | $4,574+82.4% | $4,762+75.2% |
| Participant deferral / active EE | $11,433 | $7,038+62.4% | $6,021+89.9% | $5,850+95.4% |
| Admin fee / account holder | $40 | $14,530-99.7% | $9,395-99.6% | $11,596-99.7% |