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 | $21,810 | $226,064-90.4% | $182,532-88.1% | $152,861-85.7% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.0%+13.7pp | 82.4%+9.2pp |
| Annual return | 14.81% | 192.51%-177.7pp | 148.54%-133.7pp | 345.32%-330.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,072 | $6,368-51.8% | $5,524-44.4% | $5,850-47.5% |
| Admin fee / account holder | $1 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |