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 | $9,249 | $100,852-90.8% | $90,404-89.8% | $158,922-94.2% |
| Participation rate | 78.3% | 75.0%+3.2pp | 72.7%+5.6pp | 82.0%-3.7pp |
| Annual return | 18.66% | 1724.20%-1705.5pp | 1293.02%-1274.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $713 | $3,689-80.7% | $3,262-78.1% | $4,761-85.0% |
| Participant deferral / active EE | $927 | $4,348-78.7% | $3,963-76.6% | $5,982-84.5% |
| Admin fee / account holder | $168 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |