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 | $18,784 | $167,484-88.8% | $151,611-87.6% | $134,475-86.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.98% | 7.80%-28.8pp | 3.33%-24.3pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,098 | $6,829-69.3% | $6,166-66.0% | $4,740-55.7% |
| Participant deferral / active EE | $4,617 | $8,986-48.6% | $8,363-44.8% | $6,400-27.9% |
| Admin fee / account holder | $226 | $13,783-98.4% | $11,616-98.1% | $11,426-98.0% |