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 | $14,374 | $150,440-90.4% | $136,294-89.5% | $147,584-90.3% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 1493.50% | 1049.08%+444.4pp | 5155.94%-3662.4pp | 578.55%+914.9pp |
| Employer contribution / active EE | $1,730 | $5,256-67.1% | $4,695-63.2% | $4,876-64.5% |
| Participant deferral / active EE | $3,586 | $6,630-45.9% | $6,247-42.6% | $5,439-34.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |