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 8-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 | $9,799 | $105,859-90.7% | $90,160-89.1% | $147,584-93.4% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 49.77% | 37.63%+12.1pp | 34.88%+14.9pp | 578.55%-528.8pp |
| Employer contribution / active EE | $2,045 | $4,126-50.4% | $3,318-38.4% | $4,876-58.1% |
| Participant deferral / active EE | $3,517 | $5,733-38.7% | $5,288-33.5% | $5,439-35.3% |
| Admin fee / account holder | $42 | $8,046-99.5% | $5,943-99.3% | $10,885-99.6% |