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 6-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 | $22,528 | $217,402-89.6% | $185,823-87.9% | $167,490-86.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.99% | 148.36%-129.4pp | 122.05%-103.1pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,834 | $5,873-68.8% | $5,167-64.5% | $4,837-62.1% |
| Participant deferral / active EE | $6,216 | $6,356-2.2% | $5,568+11.6% | $6,341-2.0% |
| Admin fee / account holder | $84 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |