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 | $6,520 | $105,998-93.8% | $92,233-92.9% | $147,584-95.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 70.84% | 50.05%+20.8pp | 176.28%-105.4pp | 578.55%-507.7pp |
| Employer contribution / active EE | $1,646 | $4,333-62.0% | $3,679-55.3% | $4,876-66.2% |
| Participant deferral / active EE | $3,767 | $4,478-15.9% | $3,897-3.3% | $5,439-30.7% |
| Admin fee / account holder | $45 | $6,332-99.3% | $5,194-99.1% | $10,885-99.6% |