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 4-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 | $13,546 | $110,257-87.7% | $96,544-86.0% | $139,434-90.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 33.29% | 26.32%+7.0pp | 25.84%+7.4pp | 372.94%-339.7pp |
| Employer contribution / active EE | $2,917 | $3,620-19.4% | $2,965-1.6% | $4,751-38.6% |
| Participant deferral / active EE | $4,021 | $5,548-27.5% | $4,851-17.1% | $6,710-40.1% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |