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 | $9,229 | $210,648-95.6% | $177,989-94.8% | $145,922-93.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.99% | 385.86%-365.9pp | 294.48%-274.5pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,721 | $4,565-62.3% | $3,949-56.4% | $4,660-63.1% |
| Participant deferral / active EE | $3,340 | $6,958-52.0% | $6,276-46.8% | $6,688-50.1% |
| Admin fee / account holder | $18 | $12,013-99.9% | $10,363-99.8% | $13,397-99.9% |