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 10-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 | $30,237 | $202,318-85.1% | $172,739-82.5% | $152,861-80.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.99% | 1029.65%-1016.7pp | 802.84%-789.8pp | 345.32%-332.3pp |
| Employer contribution / active EE | $3,112 | $5,856-46.9% | $5,143-39.5% | $4,762-34.7% |
| Participant deferral / active EE | $5,997 | $5,948+0.8% | $5,198+15.4% | $5,850+2.5% |
| Admin fee / account holder | $14 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |