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 | $23,481 | $202,318-88.4% | $172,739-86.4% | $152,861-84.6% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.4%+13.0pp |
| Annual return | 148.32% | 1029.65%-881.3pp | 802.84%-654.5pp | 345.32%-197.0pp |
| Employer contribution / active EE | $3,093 | $5,856-47.2% | $5,143-39.9% | $4,762-35.1% |
| Participant deferral / active EE | $7,602 | $5,948+27.8% | $5,198+46.3% | $5,850+29.9% |
| Admin fee / account holder | $58 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |