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 | $13,979 | $105,998-86.8% | $92,233-84.8% | $147,584-90.5% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 37.58% | 50.05%-12.5pp | 176.28%-138.7pp | 578.55%-541.0pp |
| Employer contribution / active EE | $1,370 | $4,333-68.4% | $3,679-62.8% | $4,876-71.9% |
| Participant deferral / active EE | $8,723 | $4,478+94.8% | $3,897+123.9% | $5,439+60.4% |
| Admin fee / account holder | $189 | $6,332-97.0% | $5,194-96.4% | $10,885-98.3% |