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 10-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 | $15,313 | $99,652-84.6% | $78,778-80.6% | $147,584-89.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.14% | 47.28%-35.1pp | 35.62%-23.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,456 | $2,796-47.9% | $1,986-26.7% | $4,876-70.1% |
| Participant deferral / active EE | $4,084 | $3,664+11.5% | $2,958+38.1% | $5,439-24.9% |
| Admin fee / account holder | $268 | $7,155-96.3% | $5,134-94.8% | $10,885-97.5% |