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 | $13,826 | $165,335-91.6% | $149,696-90.8% | $158,922-91.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 49.49% | 348.15%-298.7pp | 276.60%-227.1pp | 302.83%-253.3pp |
| Employer contribution / active EE | $1,733 | $5,103-66.0% | $4,644-62.7% | $4,761-63.6% |
| Participant deferral / active EE | $6,166 | $7,181-14.1% | $6,842-9.9% | $5,982+3.1% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |