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 | $8,837 | $113,935-92.2% | $94,224-90.6% | $125,391-93.0% |
| Participation rate | 78.6% | 82.9%-4.3pp | 78.8%-0.2pp | 83.2%-4.6pp |
| Annual return | 60.32% | 5.29%+55.0pp | 10.68%+49.6pp | 282.22%-221.9pp |
| Employer contribution / active EE | $1,334 | $4,727-71.8% | $3,587-62.8% | $4,866-72.6% |
| Participant deferral / active EE | $1,937 | $5,179-62.6% | $4,320-55.2% | $5,352-63.8% |
| Admin fee / account holder | $145 | $8,391-98.3% | $6,269-97.7% | $9,540-98.5% |