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 | $20,734 | $202,318-89.8% | $172,739-88.0% | $152,861-86.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.85% | 1029.65%-1011.8pp | 802.84%-785.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $3,757 | $5,856-35.8% | $5,143-26.9% | $4,762-21.1% |
| Participant deferral / active EE | $2,275 | $5,948-61.8% | $5,198-56.2% | $5,850-61.1% |
| Admin fee / account holder | $113 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |