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 8-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 | $10,243 | $202,318-94.9% | $172,739-94.1% | $152,861-93.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 59.05% | 1029.65%-970.6pp | 802.84%-743.8pp | 345.32%-286.3pp |
| Employer contribution / active EE | $1,977 | $5,856-66.2% | $5,143-61.6% | $4,762-58.5% |
| Participant deferral / active EE | $3,465 | $5,948-41.8% | $5,198-33.3% | $5,850-40.8% |
| Admin fee / account holder | $273 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |