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 7-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 | $9,297 | $115,770-92.0% | $101,248-90.8% | $158,922-94.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 42.04% | 56.14%-14.1pp | 46.47%-4.4pp | 302.83%-260.8pp |
| Employer contribution / active EE | $3,642 | $4,175-12.8% | $3,660-0.5% | $4,761-23.5% |
| Participant deferral / active EE | $4,522 | $4,957-8.8% | $4,370+3.5% | $5,982-24.4% |
| Admin fee / account holder | $17 | $7,245-99.8% | $5,945-99.7% | $11,246-99.8% |