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 7-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 | $11,338 | $115,770-90.2% | $101,248-88.8% | $158,922-92.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 28.54% | 56.14%-27.6pp | 46.47%-17.9pp | 302.83%-274.3pp |
| Employer contribution / active EE | $1,855 | $4,175-55.6% | $3,660-49.3% | $4,761-61.0% |
| Participant deferral / active EE | $3,272 | $4,957-34.0% | $4,370-25.1% | $5,982-45.3% |
| Admin fee / account holder | $33 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |