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 9-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 | $6,826 | $91,037-92.5% | $71,671-90.5% | $147,584-95.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 28.94% | 20.48%+8.5pp | 20.65%+8.3pp | 578.55%-549.6pp |
| Employer contribution / active EE | $4,594 | $3,327+38.1% | $2,460+86.8% | $4,876-5.8% |
| Participant deferral / active EE | $5,741 | $4,498+27.6% | $3,438+67.0% | $5,439+5.6% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |