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 | $20,869 | $150,440-86.1% | $136,294-84.7% | $147,584-85.9% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 24.24% | 1049.08%-1024.8pp | 5155.94%-5131.7pp | 578.55%-554.3pp |
| Employer contribution / active EE | $6,111 | $5,256+16.3% | $4,695+30.1% | $4,876+25.3% |
| Participant deferral / active EE | $5,979 | $6,630-9.8% | $6,247-4.3% | $5,439+9.9% |
| Admin fee / account holder | $60 | $10,905-99.5% | $9,243-99.4% | $10,885-99.4% |