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 | $22,434 | $171,865-86.9% | $149,718-85.0% | $147,584-84.8% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 25.66% | 2113.22%-2087.6pp | 1501.63%-1476.0pp | 578.55%-552.9pp |
| Employer contribution / active EE | $1,548 | $6,275-75.3% | $5,445-71.6% | $4,876-68.2% |
| Participant deferral / active EE | $6,622 | $7,271-8.9% | $6,569+0.8% | $5,439+21.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |