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 | $9,145 | $175,202-94.8% | $149,673-93.9% | $139,434-93.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 435.98% | 166.71%+269.3pp | 134.42%+301.6pp | 372.94%+63.0pp |
| Employer contribution / active EE | $1,139 | $5,474-79.2% | $4,818-76.4% | $4,751-76.0% |
| Participant deferral / active EE | $6,739 | $6,519+3.4% | $5,680+18.6% | $6,710+0.4% |
| Admin fee / account holder | $170 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |