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 | $11,276 | $217,402-94.8% | $185,823-93.9% | $167,490-93.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.40% | 148.36%-132.0pp | 122.05%-105.6pp | 478.56%-462.2pp |
| Employer contribution / active EE | $4,047 | $5,873-31.1% | $5,167-21.7% | $4,837-16.3% |
| Participant deferral / active EE | $4,655 | $6,356-26.8% | $5,568-16.4% | $6,341-26.6% |
| Admin fee / account holder | $145 | $19,811-99.3% | $16,237-99.1% | $12,309-98.8% |