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 8-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 | $22,402 | $109,359-79.5% | $162,163-86.2% | $72,985-69.3% |
| Participation rate | 97.1% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 136.85% | 25.46%+111.4pp | 115.59%+21.3pp | 81.00%+55.8pp |
| Employer contribution / active EE | $4,275 | $3,907+9.4% | $5,614-23.9% | $2,440+75.2% |
| Participant deferral / active EE | $11,779 | $5,481+114.9% | $7,298+61.4% | $3,607+226.5% |
| Admin fee / account holder | $16 | $7,972-99.8% | $10,843-99.9% | $5,124-99.7% |