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 10-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 | $10,114 | $105,998-90.5% | $92,233-89.0% | $147,584-93.1% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 192.06% | 50.05%+142.0pp | 176.28%+15.8pp | 578.55%-386.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,662 | $4,478+48.8% | $3,897+71.0% | $5,439+22.5% |
| Admin fee / account holder | $56 | $6,332-99.1% | $5,194-98.9% | $10,885-99.5% |