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 | $4,018 | $100,852-96.0% | $90,404-95.6% | $158,922-97.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 34.11% | 1724.20%-1690.1pp | 1293.02%-1258.9pp | 302.83%-268.7pp |
| Employer contribution / active EE | $813 | $3,689-77.9% | $3,262-75.1% | $4,761-82.9% |
| Participant deferral / active EE | $1,407 | $4,348-67.6% | $3,963-64.5% | $5,982-76.5% |
| Admin fee / account holder | $11 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |