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 | $18,970 | $157,256-87.9% | $141,162-86.6% | $152,861-87.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 57.52% | 64.32%-6.8pp | 71.39%-13.9pp | 345.32%-287.8pp |
| Employer contribution / active EE | $2,134 | $5,261-59.4% | $4,735-54.9% | $4,762-55.2% |
| Participant deferral / active EE | $6,302 | $7,109-11.4% | $6,709-6.1% | $5,850+7.7% |
| Admin fee / account holder | $76 | $12,120-99.4% | $10,261-99.3% | $11,596-99.3% |