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 | $9,786 | $60,124-83.7% | $90,404-89.2% | $79,858-87.7% |
| Participation rate | 93.1% | 65.0%+28.1pp | 72.7%+20.4pp | 69.6%+23.5pp |
| Annual return | 239.22% | 71.94%+167.3pp | 1293.02%-1053.8pp | 31.71%+207.5pp |
| Employer contribution / active EE | $895 | $2,068-56.7% | $3,262-72.6% | $2,471-63.8% |
| Participant deferral / active EE | $2,747 | $2,938-6.5% | $3,963-30.7% | $3,740-26.5% |
| Admin fee / account holder | $28 | $3,976-99.3% | $5,611-99.5% | $5,306-99.5% |