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 | $15,128 | $198,466-92.4% | $170,442-91.1% | $147,584-89.7% |
| Participation rate | 73.7% | 88.0%-14.3pp | 83.6%-9.9pp | 82.8%-9.1pp |
| Annual return | 1901.85% | 257.29%+1644.6pp | 205.93%+1695.9pp | 578.55%+1323.3pp |
| Employer contribution / active EE | $2,553 | $6,184-58.7% | $5,433-53.0% | $4,876-47.6% |
| Participant deferral / active EE | $2,858 | $5,629-49.2% | $4,939-42.1% | $5,439-47.5% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,880-100.0% | $10,885-99.9% |