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 | $14,807 | $202,318-92.7% | $172,739-91.4% | $152,861-90.3% |
| Participation rate | 70.6% | 87.1%-16.5pp | 82.6%-12.1pp | 82.4%-11.9pp |
| Annual return | 25.58% | 1029.65%-1004.1pp | 802.84%-777.3pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,672 | $5,856-71.5% | $5,143-67.5% | $4,762-64.9% |
| Participant deferral / active EE | $2,767 | $5,948-53.5% | $5,198-46.8% | $5,850-52.7% |
| Admin fee / account holder | $7 | $17,109-100.0% | $13,954-100.0% | $11,596-99.9% |