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 9-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 | $9,738 | $76,000-87.2% | $154,107-93.7% | $64,186-84.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 1048.75% | 30.32%+1018.4pp | 735.12%+313.6pp | 7.63%+1041.1pp |
| Employer contribution / active EE | $1,889 | $3,351-43.6% | $5,298-64.3% | $2,381-20.6% |
| Participant deferral / active EE | $4,234 | $3,175+33.3% | $5,081-16.7% | $3,470+22.0% |
| Admin fee / account holder | $11 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |