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 | $20,488 | $138,065-85.2% | $123,544-83.4% | $135,375-84.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 34.96% | 153.68%-118.7pp | 119.20%-84.2pp | 519.73%-484.8pp |
| Employer contribution / active EE | $8,087 | $5,151+57.0% | $4,628+74.7% | $4,779+69.2% |
| Participant deferral / active EE | $5,104 | $6,799-24.9% | $6,426-20.6% | $5,609-9.0% |
| Admin fee / account holder | $223 | $10,916-98.0% | $9,284-97.6% | $10,827-97.9% |