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 | $11,579 | $132,634-91.3% | $115,768-90.0% | $137,256-91.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 22.07% | 160.70%-138.6pp | 100.46%-78.4pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,152 | $3,360-65.7% | $2,940-60.8% | $4,156-72.3% |
| Participant deferral / active EE | $1,591 | $5,619-71.7% | $4,917-67.6% | $6,407-75.2% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |