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 4-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 | $15,210 | $175,202-91.3% | $149,673-89.8% | $139,434-89.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 58.91% | 166.71%-107.8pp | 134.42%-75.5pp | 372.94%-314.0pp |
| Employer contribution / active EE | $3,916 | $5,474-28.5% | $4,818-18.7% | $4,751-17.6% |
| Participant deferral / active EE | $2,261 | $6,519-65.3% | $5,680-60.2% | $6,710-66.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |