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 | $8,608 | $121,625-92.9% | $104,607-91.8% | $158,922-94.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 45.87% | 465.26%-419.4pp | 340.46%-294.6pp | 302.83%-257.0pp |
| Employer contribution / active EE | $2,202 | $3,163-30.4% | $2,681-17.9% | $4,761-53.8% |
| Participant deferral / active EE | $2,852 | $4,177-31.7% | $3,740-23.7% | $5,982-52.3% |
| Admin fee / account holder | $133 | $7,787-98.3% | $6,473-97.9% | $11,246-98.8% |