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 8-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 | $11,993 | $116,175-89.7% | $93,606-87.2% | $152,861-92.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 68.95% | 35.96%+33.0pp | 32.76%+36.2pp | 345.32%-276.4pp |
| Employer contribution / active EE | $3,644 | $3,218+13.2% | $2,718+34.1% | $4,762-23.5% |
| Participant deferral / active EE | $6,084 | $4,603+32.2% | $4,069+49.5% | $5,850+4.0% |
| Admin fee / account holder | $253 | $10,748-97.6% | $7,888-96.8% | $11,596-97.8% |