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 | $30,056 | $171,865-82.5% | $149,718-79.9% | $147,584-79.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.28% | 2113.22%-2091.9pp | 1501.63%-1480.3pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,872 | $6,275-54.2% | $5,445-47.2% | $4,876-41.1% |
| Participant deferral / active EE | $6,386 | $7,271-12.2% | $6,569-2.8% | $5,439+17.4% |
| Admin fee / account holder | $54 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |