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 9-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 | $25,880 | $209,411-87.6% | $178,490-85.5% | $158,922-83.7% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 21.88% | 188.75%-166.9pp | 151.07%-129.2pp | 302.83%-280.9pp |
| Employer contribution / active EE | $3,188 | $5,706-44.1% | $5,011-36.4% | $4,761-33.0% |
| Participant deferral / active EE | $3,384 | $5,954-43.2% | $5,202-34.9% | $5,982-43.4% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |