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 | $15,428 | $149,679-89.7% | $117,039-86.8% | $147,584-89.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 77.2%-2.2pp | 82.8%-7.8pp |
| Annual return | 1070.33% | 19.31%+1051.0pp | 18.95%+1051.4pp | 578.55%+491.8pp |
| Employer contribution / active EE | $6,713 | $4,937+36.0% | $3,785+77.4% | $4,876+37.7% |
| Participant deferral / active EE | $6,960 | $4,912+41.7% | $3,929+77.1% | $5,439+28.0% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |