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 | $9,842 | $150,187-93.4% | $120,354-91.8% | $145,922-93.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.90% | 154.07%-143.2pp | 107.15%-96.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,527 | $4,348-64.9% | $3,463-55.9% | $4,660-67.2% |
| Participant deferral / active EE | $1,527 | $6,173-75.3% | $4,991-69.4% | $6,688-77.2% |
| Admin fee / account holder | $103 | $12,207-99.2% | $9,423-98.9% | $13,397-99.2% |