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 | $15,366 | $171,865-91.1% | $149,718-89.7% | $147,584-89.6% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 19.98% | 2113.22%-2093.2pp | 1501.63%-1481.6pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,822 | $6,275-71.0% | $5,445-66.5% | $4,876-62.6% |
| Participant deferral / active EE | $5,552 | $7,271-23.6% | $6,569-15.5% | $5,439+2.1% |
| Admin fee / account holder | $292 | $13,799-97.9% | $11,283-97.4% | $10,885-97.3% |