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 | $21,182 | $85,766-75.3% | $136,294-84.5% | $70,131-69.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 57.59% | 31.45%+26.1pp | 5155.94%-5098.3pp | 73.14%-15.5pp |
| Employer contribution / active EE | $3,321 | $2,966+12.0% | $4,695-29.3% | $2,342+41.8% |
| Participant deferral / active EE | $9,450 | $5,051+87.1% | $6,247+51.3% | $3,332+183.6% |
| Admin fee / account holder | $65 | $5,420-98.8% | $9,243-99.3% | $4,645-98.6% |