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 5-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 | $20,804 | $150,440-86.2% | $136,294-84.7% | $147,584-85.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 56.20% | 1049.08%-992.9pp | 5155.94%-5099.7pp | 578.55%-522.3pp |
| Employer contribution / active EE | $5,556 | $5,256+5.7% | $4,695+18.3% | $4,876+13.9% |
| Participant deferral / active EE | $9,004 | $6,630+35.8% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $42 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |