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 | $29,514 | $209,832-85.9% | $189,513-84.4% | $167,490-82.4% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 724.09% | 748.27%-24.2pp | 555.15%+168.9pp | 478.56%+245.5pp |
| Employer contribution / active EE | $5,143 | $6,914-25.6% | $6,162-16.5% | $4,837+6.3% |
| Participant deferral / active EE | $7,301 | $8,935-18.3% | $8,221-11.2% | $6,341+15.1% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |