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 | $17,421 | $176,662-90.1% | $130,648-86.7% | $152,861-88.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 16.33% | 2692.24%-2675.9pp | 1708.96%-1692.6pp | 345.32%-329.0pp |
| Employer contribution / active EE | $5,659 | $5,742-1.4% | $4,092+38.3% | $4,762+18.8% |
| Participant deferral / active EE | $2,850 | $4,361-34.6% | $3,603-20.9% | $5,850-51.3% |
| Admin fee / account holder | $41 | $7,133-99.4% | $5,464-99.3% | $11,596-99.7% |