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 | $12,720 | $183,963-93.1% | $162,163-92.2% | $152,861-91.7% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 40.11% | 150.76%-110.7pp | 115.59%-75.5pp | 345.32%-305.2pp |
| Employer contribution / active EE | $2,397 | $6,371-62.4% | $5,614-57.3% | $4,762-49.7% |
| Participant deferral / active EE | $4,745 | $8,034-40.9% | $7,298-35.0% | $5,850-18.9% |
| Admin fee / account holder | $141 | $13,121-98.9% | $10,843-98.7% | $11,596-98.8% |