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 8-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 | $18,432 | $817,678-97.7% | $392,568-95.3% | $152,861-87.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 27.39% | 22.84%+4.5pp | 24.42%+3.0pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,748 | $5,502-68.2% | $3,783-53.8% | $4,762-63.3% |
| Participant deferral / active EE | $7,639 | $8,398-9.0% | $5,985+27.6% | $5,850+30.6% |
| Admin fee / account holder | $20 | $12,095-99.8% | $6,260-99.7% | $11,596-99.8% |