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 | $8,767 | $150,440-94.2% | $136,294-93.6% | $147,584-94.1% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 39.00% | 1049.08%-1010.1pp | 5155.94%-5116.9pp | 578.55%-539.6pp |
| Employer contribution / active EE | $1,897 | $5,256-63.9% | $4,695-59.6% | $4,876-61.1% |
| Participant deferral / active EE | $2,319 | $6,630-65.0% | $6,247-62.9% | $5,439-57.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |