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 8-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 | $9,040 | $115,770-92.2% | $101,248-91.1% | $158,922-94.3% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.3pp |
| Annual return | 22.62% | 56.14%-33.5pp | 46.47%-23.9pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,327 | $4,175-68.2% | $3,660-63.7% | $4,761-72.1% |
| Participant deferral / active EE | $1,626 | $4,957-67.2% | $4,370-62.8% | $5,982-72.8% |
| Admin fee / account holder | $195 | $7,245-97.3% | $5,945-96.7% | $11,246-98.3% |