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 | $11,861 | $183,963-93.6% | $162,163-92.7% | $152,861-92.2% |
| Participation rate | 73.7% | 88.5%-14.8pp | 87.6%-13.9pp | 82.4%-8.8pp |
| Annual return | 40.05% | 150.76%-110.7pp | 115.59%-75.5pp | 345.32%-305.3pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,879 | $8,034-39.3% | $7,298-33.1% | $5,850-16.6% |
| Admin fee / account holder | $107 | $13,121-99.2% | $10,843-99.0% | $11,596-99.1% |