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 | $13,725 | $97,757-86.0% | $83,848-83.6% | $135,375-89.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.85% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,406 | $4,222-19.3% | $3,631-6.2% | $4,779-28.7% |
| Participant deferral / active EE | $2,137 | $4,682-54.4% | $4,082-47.6% | $5,609-61.9% |
| Admin fee / account holder | $136 | $6,674-98.0% | $5,478-97.5% | $10,827-98.7% |