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 | $8,593 | $202,318-95.8% | $172,739-95.0% | $152,861-94.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 46.75% | 1029.65%-982.9pp | 802.84%-756.1pp | 345.32%-298.6pp |
| Employer contribution / active EE | $1,323 | $5,856-77.4% | $5,143-74.3% | $4,762-72.2% |
| Participant deferral / active EE | $5,301 | $5,948-10.9% | $5,198+2.0% | $5,850-9.4% |
| Admin fee / account holder | $23 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |