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 | $7,989 | $124,281-93.6% | $109,143-92.7% | $167,490-95.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 30.02% | 26.04%+4.0pp | 25.75%+4.3pp | 478.56%-448.5pp |
| Employer contribution / active EE | $2,998 | $4,207-28.7% | $3,722-19.4% | $4,837-38.0% |
| Participant deferral / active EE | $5,041 | $5,255-4.1% | $4,653+8.3% | $6,341-20.5% |
| Admin fee / account holder | $21 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |