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 6-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 | $5,960 | $92,703-93.6% | $82,719-92.8% | $134,475-95.6% |
| Participation rate | 73.9% | 75.2%-1.3pp | 72.6%+1.4pp | 81.2%-7.3pp |
| Annual return | -5.87% | 944.92%-950.8pp | 701.18%-707.0pp | 417.96%-423.8pp |
| Employer contribution / active EE | $1,241 | $3,274-62.1% | $3,009-58.7% | $4,740-73.8% |
| Participant deferral / active EE | $2,836 | $4,802-40.9% | $4,395-35.5% | $6,400-55.7% |
| Admin fee / account holder | $207 | $5,983-96.5% | $5,329-96.1% | $11,426-98.2% |