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 | $22,219 | $171,865-87.1% | $149,718-85.2% | $147,584-84.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.60% | 2113.22%-2086.6pp | 1501.63%-1475.0pp | 578.55%-552.0pp |
| Employer contribution / active EE | $1,979 | $6,275-68.5% | $5,445-63.6% | $4,876-59.4% |
| Participant deferral / active EE | $9,144 | $7,271+25.8% | $6,569+39.2% | $5,439+68.1% |
| Admin fee / account holder | $164 | $13,799-98.8% | $11,283-98.5% | $10,885-98.5% |