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 | $16,770 | $171,865-90.2% | $149,718-88.8% | $147,584-88.6% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 22.31% | 2113.22%-2090.9pp | 1501.63%-1479.3pp | 578.55%-556.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,403 | $7,271-53.2% | $6,569-48.2% | $5,439-37.4% |
| Admin fee / account holder | $165 | $13,799-98.8% | $11,283-98.5% | $10,885-98.5% |