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 | $16,124 | $72,404-77.7% | $110,238-85.4% | $64,186-74.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.22% | -6.29%+17.5pp | 314.74%-303.5pp | 7.63%+3.6pp |
| Employer contribution / active EE | $7,172 | $2,282+214.3% | $3,826+87.4% | $2,381+201.2% |
| Participant deferral / active EE | $8,539 | $3,469+146.1% | $4,672+82.8% | $3,470+146.1% |
| Admin fee / account holder | $96 | $5,664-98.3% | $8,547-98.9% | $4,888-98.0% |