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 | $15,548 | $150,440-89.7% | $136,294-88.6% | $147,584-89.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 24.61% | 1049.08%-1024.5pp | 5155.94%-5131.3pp | 578.55%-553.9pp |
| Employer contribution / active EE | $1,415 | $5,256-73.1% | $4,695-69.9% | $4,876-71.0% |
| Participant deferral / active EE | $2,909 | $6,630-56.1% | $6,247-53.4% | $5,439-46.5% |
| Admin fee / account holder | $33 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |