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 | $10,858 | $99,020-89.0% | $86,590-87.5% | $147,584-92.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.19% | 1312.34%-1287.1pp | 964.84%-939.6pp | 578.55%-553.4pp |
| Employer contribution / active EE | $5,381 | $3,132+71.8% | $2,839+89.5% | $4,876+10.3% |
| Participant deferral / active EE | $3,845 | $3,972-3.2% | $3,609+6.6% | $5,439-29.3% |
| Admin fee / account holder | $47 | $5,710-99.2% | $4,906-99.0% | $10,885-99.6% |