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 | $22,580 | $160,055-85.9% | $140,016-83.9% | $135,375-83.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | 3082.95% | 911.38%+2171.6pp | 651.12%+2431.8pp | 519.73%+2563.2pp |
| Employer contribution / active EE | $2,399 | $6,420-62.6% | $5,606-57.2% | $4,779-49.8% |
| Participant deferral / active EE | $5,266 | $7,642-31.1% | $6,927-24.0% | $5,609-6.1% |
| Admin fee / account holder | $95 | $13,328-99.3% | $10,705-99.1% | $10,827-99.1% |