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 | $6,333 | $99,020-93.6% | $86,590-92.7% | $147,584-95.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 41.75% | 1312.34%-1270.6pp | 964.84%-923.1pp | 578.55%-536.8pp |
| Employer contribution / active EE | $3,062 | $3,132-2.2% | $2,839+7.8% | $4,876-37.2% |
| Participant deferral / active EE | $3,374 | $3,972-15.1% | $3,609-6.5% | $5,439-38.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |