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 5-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 | $9,853 | $175,202-94.4% | $149,673-93.4% | $139,434-92.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.76% | 166.71%-144.0pp | 134.42%-111.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,778 | $5,474-67.5% | $4,818-63.1% | $4,751-62.6% |
| Participant deferral / active EE | $3,018 | $6,519-53.7% | $5,680-46.9% | $6,710-55.0% |
| Admin fee / account holder | $32 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |