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 | $25,856 | $180,449-85.7% | $154,107-83.2% | $135,375-80.9% |
| Participation rate | 95.8% | 87.4%+8.4pp | 83.0%+12.8pp | 82.6%+13.2pp |
| Annual return | -4.69% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $7,818 | $6,035+29.6% | $5,298+47.6% | $4,779+63.6% |
| Participant deferral / active EE | $8,235 | $5,806+41.8% | $5,081+62.1% | $5,609+46.8% |
| Admin fee / account holder | $57 | $16,143-99.6% | $13,411-99.6% | $10,827-99.5% |