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 | $10,677 | $105,998-89.9% | $92,233-88.4% | $147,584-92.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.12% | 50.05%-36.9pp | 176.28%-163.2pp | 578.55%-565.4pp |
| Employer contribution / active EE | $5,530 | $4,333+27.6% | $3,679+50.3% | $4,876+13.4% |
| Participant deferral / active EE | $2,132 | $4,478-52.4% | $3,897-45.3% | $5,439-60.8% |
| Admin fee / account holder | $80 | $6,332-98.7% | $5,194-98.5% | $10,885-99.3% |