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 4-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 | $14,146 | $185,822-92.4% | $169,993-91.7% | $139,434-89.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.92% | 60.50%-32.6pp | 53.37%-25.5pp | 372.94%-345.0pp |
| Employer contribution / active EE | $1,971 | $7,590-74.0% | $6,785-71.0% | $4,751-58.5% |
| Participant deferral / active EE | $6,453 | $11,622-44.5% | $10,408-38.0% | $6,710-3.8% |
| Admin fee / account holder | $87 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |