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 4-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 | $8,938 | $111,814-92.0% | $103,374-91.4% | $145,959-93.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.15% | 24.77%-9.6pp | 24.89%-9.7pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,480 | $4,214-41.1% | $3,869-35.9% | $4,661-46.8% |
| Participant deferral / active EE | $2,290 | $5,618-59.2% | $5,058-54.7% | $6,689-65.8% |
| Admin fee / account holder | $136 | $9,754-98.6% | $8,394-98.4% | $13,398-99.0% |