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 | $20,831 | $198,466-89.5% | $170,442-87.8% | $147,584-85.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 503.51% | 257.29%+246.2pp | 205.93%+297.6pp | 578.55%-75.0pp |
| Employer contribution / active EE | $2,249 | $6,184-63.6% | $5,433-58.6% | $4,876-53.9% |
| Participant deferral / active EE | $7,110 | $5,629+26.3% | $4,939+43.9% | $5,439+30.7% |
| Admin fee / account holder | $166 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |