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 | $9,268 | $102,604-91.0% | $86,188-89.2% | $139,434-93.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.64% | 1922.51%-1902.9pp | 1168.45%-1148.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,113 | $3,032-63.3% | $2,380-53.2% | $4,751-76.6% |
| Participant deferral / active EE | $2,133 | $4,676-54.4% | $3,985-46.5% | $6,710-68.2% |
| Admin fee / account holder | $233 | $8,657-97.3% | $6,852-96.6% | $11,403-98.0% |