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 7-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 | $17,701 | $209,832-91.6% | $189,513-90.7% | $167,490-89.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.87% | 748.27%-729.4pp | 555.15%-536.3pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,830 | $6,914-73.5% | $6,162-70.3% | $4,837-62.2% |
| Participant deferral / active EE | $4,787 | $8,935-46.4% | $8,221-41.8% | $6,341-24.5% |
| Admin fee / account holder | $60 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |