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 | $13,473 | $115,770-88.4% | $101,248-86.7% | $158,922-91.5% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 23.23% | 56.14%-32.9pp | 46.47%-23.2pp | 302.83%-279.6pp |
| Employer contribution / active EE | $1,686 | $4,175-59.6% | $3,660-53.9% | $4,761-64.6% |
| Participant deferral / active EE | $4,409 | $4,957-11.1% | $4,370+0.9% | $5,982-26.3% |
| Admin fee / account holder | $40 | $7,245-99.4% | $5,945-99.3% | $11,246-99.6% |