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 6-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 | $27,440 | $217,402-87.4% | $185,823-85.2% | $167,490-83.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 525.41% | 148.36%+377.0pp | 122.05%+403.4pp | 478.56%+46.8pp |
| Employer contribution / active EE | $3,044 | $5,873-48.2% | $5,167-41.1% | $4,837-37.1% |
| Participant deferral / active EE | $7,947 | $6,356+25.0% | $5,568+42.7% | $6,341+25.3% |
| Admin fee / account holder | $214 | $19,811-98.9% | $16,237-98.7% | $12,309-98.3% |