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 | $5,113 | $91,190-94.4% | $178,490-97.1% | $79,858-93.6% |
| Participation rate | 75.9% | 69.2%+6.7pp | 81.9%-6.1pp | 69.6%+6.2pp |
| Annual return | 40.31% | 24.19%+16.1pp | 151.07%-110.8pp | 31.71%+8.6pp |
| Employer contribution / active EE | $621 | $3,256-80.9% | $5,011-87.6% | $2,471-74.9% |
| Participant deferral / active EE | $2,364 | $3,236-27.0% | $5,202-54.6% | $3,740-36.8% |
| Admin fee / account holder | $43 | $6,751-99.4% | $13,984-99.7% | $5,306-99.2% |