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 10-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 | $12,573 | $107,334-88.3% | $92,893-86.5% | $152,861-91.8% |
| Participation rate | 81.0% | 79.8%+1.2pp | 76.0%+4.9pp | 82.4%-1.5pp |
| Annual return | 22.00% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,132 | $4,221-73.2% | $3,653-69.0% | $4,762-76.2% |
| Participant deferral / active EE | $1,684 | $4,845-65.2% | $4,236-60.2% | $5,850-71.2% |
| Admin fee / account holder | $117 | $7,079-98.3% | $5,794-98.0% | $11,596-99.0% |