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 4-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 | $12,254 | $140,940-91.3% | $112,229-89.1% | $139,434-91.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 278.33% | 32.71%+245.6pp | 30.20%+248.1pp | 372.94%-94.6pp |
| Employer contribution / active EE | $12,847 | $4,283+199.9% | $3,430+274.5% | $4,751+170.4% |
| Participant deferral / active EE | $6,067 | $5,874+3.3% | $4,798+26.4% | $6,710-9.6% |
| Admin fee / account holder | $17 | $9,954-99.8% | $7,748-99.8% | $11,403-99.8% |