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 10-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 | $13,185 | $150,440-91.2% | $136,294-90.3% | $147,584-91.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.60% | 1049.08%-1019.5pp | 5155.94%-5126.3pp | 578.55%-548.9pp |
| Employer contribution / active EE | $1,894 | $5,256-64.0% | $4,695-59.7% | $4,876-61.2% |
| Participant deferral / active EE | $3,175 | $6,630-52.1% | $6,247-49.2% | $5,439-41.6% |
| Admin fee / account holder | $118 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |