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 | $8,641 | $108,642-92.0% | $74,701-88.4% | $152,861-94.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 24.53% | 114.06%-89.5pp | 752.92%-728.4pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,867 | $1,503+24.2% | $1,084+72.3% | $4,762-60.8% |
| Participant deferral / active EE | $769 | $2,712-71.7% | $1,964-60.9% | $5,850-86.9% |
| Admin fee / account holder | $52 | $4,902-98.9% | $3,333-98.4% | $11,596-99.6% |