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 7-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 | $8,637 | $118,680-92.7% | $98,907-91.3% | $158,922-94.6% |
| Participation rate | 93.3% | 77.8%+15.5pp | 76.0%+17.3pp | 82.0%+11.4pp |
| Annual return | 875.36% | 372.35%+503.0pp | 196.43%+678.9pp | 302.83%+572.5pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,465 | $5,088-12.2% | $4,244+5.2% | $5,982-25.4% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |