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 7-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 | $7,825 | $169,161-95.4% | $129,295-93.9% | $145,959-94.6% |
| Participation rate | 72.7% | 76.5%-3.7pp | 69.6%+3.1pp | 80.3%-7.6pp |
| Annual return | 10.08% | 14348.07%-14338.0pp | 9429.28%-9419.2pp | 561.95%-551.9pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,424 | $4,989-71.5% | $4,169-65.9% | $6,689-78.7% |
| Admin fee / account holder | $246 | $9,878-97.5% | $7,665-96.8% | $13,398-98.2% |