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 9-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 | $13,941 | $107,334-87.0% | $92,893-85.0% | $152,861-90.9% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 23.90% | 145.58%-121.7pp | 109.41%-85.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,886 | $4,221-55.3% | $3,653-48.4% | $4,762-60.4% |
| Participant deferral / active EE | $3,715 | $4,845-23.3% | $4,236-12.3% | $5,850-36.5% |
| Admin fee / account holder | $13 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |