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 7-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 | $12,229 | $176,056-93.1% | $159,436-92.3% | $167,490-92.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 40.19% | 331.75%-291.6pp | 263.57%-223.4pp | 478.56%-438.4pp |
| Employer contribution / active EE | $1,188 | $5,297-77.6% | $4,829-75.4% | $4,837-75.4% |
| Participant deferral / active EE | $2,931 | $7,750-62.2% | $7,352-60.1% | $6,341-53.8% |
| Admin fee / account holder | $15 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |