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 6-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 | $9,555 | $133,958-92.9% | $112,228-91.5% | $134,475-92.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.65% | 47.11%-66.8pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,771 | $4,038-56.1% | $3,635-51.3% | $4,740-62.6% |
| Participant deferral / active EE | $4,116 | $5,291-22.2% | $4,728-12.9% | $6,400-35.7% |
| Admin fee / account holder | $5 | $7,489-99.9% | $6,410-99.9% | $11,426-100.0% |