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 9-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 | $20,383 | $202,318-89.9% | $172,739-88.2% | $152,861-86.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 33.50% | 1029.65%-996.2pp | 802.84%-769.3pp | 345.32%-311.8pp |
| Employer contribution / active EE | $2,925 | $5,856-50.0% | $5,143-43.1% | $4,762-38.6% |
| Participant deferral / active EE | $4,711 | $5,948-20.8% | $5,198-9.4% | $5,850-19.5% |
| Admin fee / account holder | $63 | $17,109-99.6% | $13,954-99.5% | $11,596-99.5% |