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 4-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 | $17,419 | $110,257-84.2% | $96,544-82.0% | $139,434-87.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 41.06% | 26.32%+14.7pp | 25.84%+15.2pp | 372.94%-331.9pp |
| Employer contribution / active EE | $2,674 | $3,620-26.1% | $2,965-9.8% | $4,751-43.7% |
| Participant deferral / active EE | $8,161 | $5,548+47.1% | $4,851+68.2% | $6,710+21.6% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |