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 10-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 | $13,594 | $99,652-86.4% | $78,778-82.7% | $147,584-90.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 66.28% | 47.28%+19.0pp | 35.62%+30.7pp | 578.55%-512.3pp |
| Employer contribution / active EE | $1,052 | $2,796-62.4% | $1,986-47.0% | $4,876-78.4% |
| Participant deferral / active EE | $3,772 | $3,664+3.0% | $2,958+27.5% | $5,439-30.6% |
| Admin fee / account holder | $213 | $7,155-97.0% | $5,134-95.9% | $10,885-98.0% |