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 | $18,698 | $165,335-88.7% | $149,696-87.5% | $158,922-88.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.24% | 348.15%-317.9pp | 276.60%-246.4pp | 302.83%-272.6pp |
| Employer contribution / active EE | $1,253 | $5,103-75.4% | $4,644-73.0% | $4,761-73.7% |
| Participant deferral / active EE | $3,824 | $7,181-46.7% | $6,842-44.1% | $5,982-36.1% |
| Admin fee / account holder | $107 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |