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 4-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 | $16,260 | $118,450-86.3% | $98,439-83.5% | $139,434-88.3% |
| Participation rate | 88.9% | 77.4%+11.5pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 8758.99% | 18.94%+8740.0pp | 21.16%+8737.8pp | 372.94%+8386.0pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,027 | $5,392-25.3% | $4,738-15.0% | $6,710-40.0% |
| Admin fee / account holder | $75 | $14,026-99.5% | $8,948-99.2% | $11,403-99.3% |