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 | $10,900 | $107,334-89.8% | $92,893-88.3% | $152,861-92.9% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 31.92% | 145.58%-113.7pp | 109.41%-77.5pp | 345.32%-313.4pp |
| Employer contribution / active EE | $1,506 | $4,221-64.3% | $3,653-58.8% | $4,762-68.4% |
| Participant deferral / active EE | $4,168 | $4,845-14.0% | $4,236-1.6% | $5,850-28.8% |
| Admin fee / account holder | $153 | $7,079-97.8% | $5,794-97.4% | $11,596-98.7% |