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 6-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 | $17,113 | $209,832-91.8% | $189,513-91.0% | $167,490-89.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 31.55% | 748.27%-716.7pp | 555.15%-523.6pp | 478.56%-447.0pp |
| Employer contribution / active EE | $2,272 | $6,914-67.1% | $6,162-63.1% | $4,837-53.0% |
| Participant deferral / active EE | $6,580 | $8,935-26.4% | $8,221-20.0% | $6,341+3.8% |
| Admin fee / account holder | $63 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |