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 | $133,922-91.4% | $116,228-90.0% | $142,382-91.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 22.07% | 147.76%-125.7pp | 90.06%-68.0pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,152 | $3,446-66.6% | $2,994-61.5% | $4,299-73.2% |
| Participant deferral / active EE | $1,591 | $5,672-71.9% | $4,953-67.9% | $6,507-75.5% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |