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 | $10,567 | $105,998-90.0% | $92,233-88.5% | $147,584-92.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 35.49% | 50.05%-14.6pp | 176.28%-140.8pp | 578.55%-543.1pp |
| Employer contribution / active EE | $8,660 | $4,333+99.9% | $3,679+135.4% | $4,876+77.6% |
| Participant deferral / active EE | $11,198 | $4,478+150.1% | $3,897+187.4% | $5,439+105.9% |
| Admin fee / account holder | $3 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |