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 | $27,590 | $202,318-86.4% | $172,739-84.0% | $152,861-82.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 32.17% | 1029.65%-997.5pp | 802.84%-770.7pp | 345.32%-313.1pp |
| Employer contribution / active EE | $4,861 | $5,856-17.0% | $5,143-5.5% | $4,762+2.1% |
| Participant deferral / active EE | $9,977 | $5,948+67.7% | $5,198+92.0% | $5,850+70.5% |
| Admin fee / account holder | $182 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |