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 | $12,470 | $65,041-80.8% | $90,951-86.3% | $79,858-84.4% |
| Participation rate | 73.3% | 61.6%+11.7pp | 69.0%+4.3pp | 69.6%+3.7pp |
| Annual return | 14.89% | 30.45%-15.6pp | 134.60%-119.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $849 | $1,247-31.9% | $2,122-60.0% | $2,471-65.6% |
| Participant deferral / active EE | $2,318 | $2,512-7.7% | $3,373-31.3% | $3,740-38.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |