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 4-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 | $6,275 | $106,515-94.1% | $96,683-93.5% | $139,434-95.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.37% | 38.43%-21.1pp | 35.69%-18.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,157 | $4,103-47.4% | $3,737-42.3% | $4,751-54.6% |
| Participant deferral / active EE | $2,600 | $5,454-52.3% | $4,878-46.7% | $6,710-61.3% |
| Admin fee / account holder | $6 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |