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 9-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 | $30,927 | $171,865-82.0% | $149,718-79.3% | $147,584-79.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 788.61% | 2113.22%-1324.6pp | 1501.63%-713.0pp | 578.55%+210.1pp |
| Employer contribution / active EE | $1,350 | $6,275-78.5% | $5,445-75.2% | $4,876-72.3% |
| Participant deferral / active EE | $4,537 | $7,271-37.6% | $6,569-30.9% | $5,439-16.6% |
| Admin fee / account holder | $15 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |