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 | $7,139 | $202,318-96.5% | $172,739-95.9% | $152,861-95.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 49.86% | 1029.65%-979.8pp | 802.84%-753.0pp | 345.32%-295.5pp |
| Employer contribution / active EE | $2,216 | $5,856-62.2% | $5,143-56.9% | $4,762-53.5% |
| Participant deferral / active EE | $2,605 | $5,948-56.2% | $5,198-49.9% | $5,850-55.5% |
| Admin fee / account holder | $11 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |