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 | $7,521 | $190,805-96.1% | $159,960-95.3% | $134,475-94.4% |
| Participation rate | 94.1% | 81.9%+12.2pp | 78.0%+16.2pp | 81.2%+12.9pp |
| Annual return | -8.81% | 552.23%-561.0pp | 408.60%-417.4pp | 417.96%-426.8pp |
| Employer contribution / active EE | $3,015 | $4,995-39.6% | $4,226-28.6% | $4,740-36.4% |
| Participant deferral / active EE | $1,753 | $6,923-74.7% | $6,182-71.6% | $6,400-72.6% |
| Admin fee / account holder | $219 | $10,471-97.9% | $8,698-97.5% | $11,426-98.1% |