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 3-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 | $14,111 | $148,534-90.5% | $135,903-89.6% | $139,434-89.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.69% | 79.19%-55.5pp | 68.23%-44.5pp | 372.94%-349.3pp |
| Employer contribution / active EE | $2,356 | $5,243-55.1% | $4,856-51.5% | $4,751-50.4% |
| Participant deferral / active EE | $2,590 | $8,100-68.0% | $7,758-66.6% | $6,710-61.4% |
| Admin fee / account holder | $72 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |