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 | $8,635 | $150,440-94.3% | $136,294-93.7% | $147,584-94.1% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 28.58% | 1049.08%-1020.5pp | 5155.94%-5127.4pp | 578.55%-550.0pp |
| Employer contribution / active EE | $1,581 | $5,256-69.9% | $4,695-66.3% | $4,876-67.6% |
| Participant deferral / active EE | $2,355 | $6,630-64.5% | $6,247-62.3% | $5,439-56.7% |
| Admin fee / account holder | $60 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |