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 3-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 | $7,106 | $133,922-94.7% | $116,228-93.9% | $142,382-95.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 31.51% | 147.76%-116.3pp | 90.06%-58.6pp | 217.08%-185.6pp |
| Employer contribution / active EE | $1,409 | $3,446-59.1% | $2,994-52.9% | $4,299-67.2% |
| Participant deferral / active EE | $1,635 | $5,672-71.2% | $4,953-67.0% | $6,507-74.9% |
| Admin fee / account holder | $56 | $14,945-99.6% | $11,989-99.5% | $12,624-99.6% |