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 9-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 | $9,086 | $100,852-91.0% | $90,404-89.9% | $158,922-94.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 22.79% | 1724.20%-1701.4pp | 1293.02%-1270.2pp | 302.83%-280.0pp |
| Employer contribution / active EE | $566 | $3,689-84.7% | $3,262-82.7% | $4,761-88.1% |
| Participant deferral / active EE | $1,512 | $4,348-65.2% | $3,963-61.8% | $5,982-74.7% |
| Admin fee / account holder | $257 | $6,501-96.1% | $5,611-95.4% | $11,246-97.7% |