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 | $9,235 | $202,432-95.4% | $169,368-94.5% | $139,434-93.4% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 40.19% | 531.74%-491.6pp | 405.60%-365.4pp | 372.94%-332.8pp |
| Employer contribution / active EE | $2,733 | $4,692-41.8% | $4,013-31.9% | $4,751-42.5% |
| Participant deferral / active EE | $4,422 | $6,938-36.3% | $6,221-28.9% | $6,710-34.1% |
| Admin fee / account holder | $33 | $10,708-99.7% | $9,003-99.6% | $11,403-99.7% |