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 | $11,056 | $176,056-93.7% | $159,436-93.1% | $167,490-93.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.91% | 331.75%-311.8pp | 263.57%-243.7pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,807 | $5,297-65.9% | $4,829-62.6% | $4,837-62.6% |
| Participant deferral / active EE | $6,974 | $7,750-10.0% | $7,352-5.1% | $6,341+10.0% |
| Admin fee / account holder | $11 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |