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 7-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 | $7,756 | $105,860-92.7% | $90,749-91.5% | $134,475-94.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.07% | -11.01%-9.1pp | -12.16%-7.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,897 | $3,462-45.2% | $2,921-35.1% | $4,740-60.0% |
| Participant deferral / active EE | $3,256 | $5,216-37.6% | $4,564-28.7% | $6,400-49.1% |
| Admin fee / account holder | $102 | $13,938-99.3% | $8,445-98.8% | $11,426-99.1% |