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 | $5,426 | $228,332-97.6% | $185,823-97.1% | $158,922-96.6% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 45.92% | 40.80%+5.1pp | 35.95%+10.0pp | 302.83%-256.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,590 | $6,415-59.6% | $5,632-54.0% | $5,982-56.7% |
| Admin fee / account holder | $12 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |