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 | $7,733 | $48,046-83.9% | $84,611-90.9% | $72,985-89.4% |
| Participation rate | 77.4% | 57.6%+19.8pp | 68.2%+9.2pp | 69.5%+7.9pp |
| Annual return | 35.24% | 37.38%-2.1pp | 258.74%-223.5pp | 81.00%-45.8pp |
| Employer contribution / active EE | $998 | $1,602-37.7% | $2,652-62.4% | $2,440-59.1% |
| Participant deferral / active EE | $2,687 | $2,680+0.2% | $3,899-31.1% | $3,607-25.5% |
| Admin fee / account holder | $169 | $3,395-95.0% | $4,912-96.6% | $5,124-96.7% |