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 3-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 | $7,508 | $159,901-95.3% | $146,958-94.9% | $145,922-94.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.03% | 98.13%-63.1pp | 418.34%-383.3pp | 561.29%-526.3pp |
| Employer contribution / active EE | $2,384 | $5,286-54.9% | $4,933-51.7% | $4,660-48.8% |
| Participant deferral / active EE | $3,743 | $8,428-55.6% | $8,070-53.6% | $6,688-44.0% |
| Admin fee / account holder | $22 | $15,044-99.9% | $12,998-99.8% | $13,397-99.8% |