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 | $14,698 | $105,998-86.1% | $92,233-84.1% | $147,584-90.0% |
| Participation rate | 88.2% | 80.4%+7.8pp | 76.5%+11.8pp | 82.8%+5.4pp |
| Annual return | 26.14% | 50.05%-23.9pp | 176.28%-150.1pp | 578.55%-552.4pp |
| Employer contribution / active EE | $2,880 | $4,333-33.5% | $3,679-21.7% | $4,876-40.9% |
| Participant deferral / active EE | $4,870 | $4,478+8.7% | $3,897+25.0% | $5,439-10.5% |
| Admin fee / account holder | $26 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |