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 | $14,587 | $150,440-90.3% | $136,294-89.3% | $147,584-90.1% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 27.49% | 1049.08%-1021.6pp | 5155.94%-5128.4pp | 578.55%-551.1pp |
| Employer contribution / active EE | $2,361 | $5,256-55.1% | $4,695-49.7% | $4,876-51.6% |
| Participant deferral / active EE | $5,140 | $6,630-22.5% | $6,247-17.7% | $5,439-5.5% |
| Admin fee / account holder | $160 | $10,905-98.5% | $9,243-98.3% | $10,885-98.5% |