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 | $12,551 | $124,281-89.9% | $109,143-88.5% | $167,490-92.5% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 11.18% | 26.04%-14.9pp | 25.75%-14.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $801 | $4,207-81.0% | $3,722-78.5% | $4,837-83.4% |
| Participant deferral / active EE | $3,134 | $5,255-40.4% | $4,653-32.6% | $6,341-50.6% |
| Admin fee / account holder | $43 | $7,970-99.5% | $6,752-99.4% | $12,309-99.6% |