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 | $20,480 | $150,440-86.4% | $136,294-85.0% | $147,584-86.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 44.06% | 1049.08%-1005.0pp | 5155.94%-5111.9pp | 578.55%-534.5pp |
| Employer contribution / active EE | $3,483 | $5,256-33.7% | $4,695-25.8% | $4,876-28.6% |
| Participant deferral / active EE | $8,837 | $6,630+33.3% | $6,247+41.5% | $5,439+62.5% |
| Admin fee / account holder | $149 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |