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 5-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 | $12,987 | $124,319-89.6% | $111,297-88.3% | $167,490-92.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.96% | 37.44%-21.5pp | 54.65%-38.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,382 | $3,435-30.7% | $2,731-12.8% | $4,837-50.8% |
| Participant deferral / active EE | $5,058 | $5,180-2.4% | $4,487+12.7% | $6,341-20.2% |
| Admin fee / account holder | $175 | $10,618-98.4% | $7,964-97.8% | $12,309-98.6% |