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 | $13,480 | $198,466-93.2% | $170,442-92.1% | $147,584-90.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 66.48% | 257.29%-190.8pp | 205.93%-139.5pp | 578.55%-512.1pp |
| Employer contribution / active EE | $2,146 | $6,184-65.3% | $5,433-60.5% | $4,876-56.0% |
| Participant deferral / active EE | $10,860 | $5,629+92.9% | $4,939+119.9% | $5,439+99.7% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |