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 | $16,817 | $183,963-90.9% | $162,163-89.6% | $152,861-89.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 53.97% | 150.76%-96.8pp | 115.59%-61.6pp | 345.32%-291.3pp |
| Employer contribution / active EE | $3,237 | $6,371-49.2% | $5,614-42.3% | $4,762-32.0% |
| Participant deferral / active EE | $8,453 | $8,034+5.2% | $7,298+15.8% | $5,850+44.5% |
| Admin fee / account holder | $42 | $13,121-99.7% | $10,843-99.6% | $11,596-99.6% |