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 10-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 | $9,628 | $105,859-90.9% | $90,160-89.3% | $147,584-93.5% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 40.75% | 37.63%+3.1pp | 34.88%+5.9pp | 578.55%-537.8pp |
| Employer contribution / active EE | $1,600 | $4,126-61.2% | $3,318-51.8% | $4,876-67.2% |
| Participant deferral / active EE | $3,472 | $5,733-39.4% | $5,288-34.3% | $5,439-36.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |