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 | $11,691 | $100,754-88.4% | $86,677-86.5% | $134,475-91.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.43% | 29.04%-38.5pp | 35.91%-45.3pp | 417.96%-427.4pp |
| Employer contribution / active EE | $4,247 | $3,489+21.7% | $2,836+49.7% | $4,740-10.4% |
| Participant deferral / active EE | $5,882 | $5,338+10.2% | $4,656+26.3% | $6,400-8.1% |
| Admin fee / account holder | $132 | $10,926-98.8% | $7,493-98.2% | $11,426-98.8% |