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 | $18,025 | $85,766-79.0% | $136,294-86.8% | $70,131-74.3% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 64.27% | 31.45%+32.8pp | 5155.94%-5091.7pp | 73.14%-8.9pp |
| Employer contribution / active EE | $2,120 | $2,966-28.5% | $4,695-54.8% | $2,342-9.5% |
| Participant deferral / active EE | $6,184 | $5,051+22.4% | $6,247-1.0% | $3,332+85.6% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |