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 | $9,785 | $102,604-90.5% | $86,188-88.6% | $139,434-93.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 4221.84% | 1922.51%+2299.3pp | 1168.45%+3053.4pp | 372.94%+3848.9pp |
| Employer contribution / active EE | $3,728 | $3,032+22.9% | $2,380+56.6% | $4,751-21.5% |
| Participant deferral / active EE | $7,738 | $4,676+65.5% | $3,985+94.2% | $6,710+15.3% |
| Admin fee / account holder | $156 | $8,657-98.2% | $6,852-97.7% | $11,403-98.6% |