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 | $18,986 | $150,440-87.4% | $136,294-86.1% | $147,584-87.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 25.87% | 1049.08%-1023.2pp | 5155.94%-5130.1pp | 578.55%-552.7pp |
| Employer contribution / active EE | $7,114 | $5,256+35.4% | $4,695+51.5% | $4,876+45.9% |
| Participant deferral / active EE | $5,080 | $6,630-23.4% | $6,247-18.7% | $5,439-6.6% |
| Admin fee / account holder | $76 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |