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 10-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 | $15,980 | $150,440-89.4% | $136,294-88.3% | $147,584-89.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.31% | 1049.08%-1028.8pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,905 | $5,256-63.8% | $4,695-59.4% | $4,876-60.9% |
| Participant deferral / active EE | $3,400 | $6,630-48.7% | $6,247-45.6% | $5,439-37.5% |
| Admin fee / account holder | $40 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |