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 8-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 | $28,477 | $197,591-85.6% | $177,821-84.0% | $158,922-82.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 198.68% | 58.76%+139.9pp | 48.32%+150.4pp | 302.83%-104.1pp |
| Employer contribution / active EE | $3,516 | $6,697-47.5% | $5,918-40.6% | $4,761-26.2% |
| Participant deferral / active EE | $10,389 | $8,405+23.6% | $7,714+34.7% | $5,982+73.7% |
| Admin fee / account holder | $11 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |