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 | $11,278 | $105,998-89.4% | $92,233-87.8% | $147,584-92.4% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 24.30% | 50.05%-25.7pp | 176.28%-152.0pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,523 | $4,333-64.9% | $3,679-58.6% | $4,876-68.8% |
| Participant deferral / active EE | $2,189 | $4,478-51.1% | $3,897-43.8% | $5,439-59.7% |
| Admin fee / account holder | $27 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |