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 9-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 | $7,403 | $107,934-93.1% | $91,989-92.0% | $152,861-95.2% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 22.60% | 89.24%-66.6pp | 69.02%-46.4pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,368 | $4,210-67.5% | $3,452-60.4% | $4,762-71.3% |
| Participant deferral / active EE | $1,907 | $6,364-70.0% | $5,923-67.8% | $5,850-67.4% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |