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 | $22,524 | $144,119-84.4% | $117,854-80.9% | $147,584-84.7% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 75.19% | 531.15%-456.0pp | 335.08%-259.9pp | 578.55%-503.4pp |
| Employer contribution / active EE | $1,511 | $4,896-69.1% | $3,786-60.1% | $4,876-69.0% |
| Participant deferral / active EE | $3,477 | $5,316-34.6% | $4,482-22.4% | $5,439-36.1% |
| Admin fee / account holder | $31 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |