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 7-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 | $6,937 | $109,817-93.7% | $98,442-93.0% | $167,490-95.9% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 17.32% | 1956.69%-1939.4pp | 1492.73%-1475.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,903 | $3,224-41.0% | $2,960-35.7% | $4,837-60.7% |
| Participant deferral / active EE | $1,903 | $4,673-59.3% | $4,276-55.5% | $6,341-70.0% |
| Admin fee / account holder | $39 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |