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 9-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 | $5,803 | $58,208-90.0% | $81,812-92.9% | $80,856-92.8% |
| Participation rate | 88.3% | 63.4%+24.9pp | 72.3%+16.0pp | 67.6%+20.7pp |
| Annual return | 13.58% | 41.66%-28.1pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $698 | $2,340-70.2% | $2,912-76.0% | $2,755-74.7% |
| Participant deferral / active EE | $1,382 | $3,281-57.9% | $4,319-68.0% | $4,296-67.8% |
| Admin fee / account holder | $169 | $4,981-96.6% | $7,386-97.7% | $6,918-97.6% |