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 | $27,614 | $171,865-83.9% | $149,718-81.6% | $147,584-81.3% |
| Participation rate | 84.2% | 88.2%-4.0pp | 87.1%-2.9pp | 82.8%+1.4pp |
| Annual return | 22.71% | 2113.22%-2090.5pp | 1501.63%-1478.9pp | 578.55%-555.8pp |
| Employer contribution / active EE | $4,568 | $6,275-27.2% | $5,445-16.1% | $4,876-6.3% |
| Participant deferral / active EE | $7,092 | $7,271-2.5% | $6,569+8.0% | $5,439+30.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |