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 | $23,393 | $144,119-83.8% | $117,854-80.2% | $147,584-84.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 80.61% | 531.15%-450.5pp | 335.08%-254.5pp | 578.55%-497.9pp |
| Employer contribution / active EE | $4,256 | $4,896-13.1% | $3,786+12.4% | $4,876-12.7% |
| Participant deferral / active EE | $5,433 | $5,316+2.2% | $4,482+21.2% | $5,439-0.1% |
| Admin fee / account holder | $10 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |