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 8-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 | $4,238 | $116,175-96.4% | $93,606-95.5% | $152,861-97.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 29.31% | 35.96%-6.6pp | 32.76%-3.4pp | 345.32%-316.0pp |
| Employer contribution / active EE | $1,032 | $3,218-67.9% | $2,718-62.0% | $4,762-78.3% |
| Participant deferral / active EE | $1,906 | $4,603-58.6% | $4,069-53.2% | $5,850-67.4% |
| Admin fee / account holder | $35 | $10,748-99.7% | $7,888-99.6% | $11,596-99.7% |