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 | $10,551 | $171,865-93.9% | $149,718-93.0% | $147,584-92.9% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 40.69% | 2113.22%-2072.5pp | 1501.63%-1460.9pp | 578.55%-537.9pp |
| Employer contribution / active EE | $2,568 | $6,275-59.1% | $5,445-52.8% | $4,876-47.3% |
| Participant deferral / active EE | $2,840 | $7,271-60.9% | $6,569-56.8% | $5,439-47.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |