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 | $14,034 | $93,571-85.0% | $135,903-89.7% | $75,163-81.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.76% | 30.90%-11.1pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,599 | $3,537-54.8% | $4,856-67.1% | $2,670-40.1% |
| Participant deferral / active EE | $2,949 | $6,404-54.0% | $7,758-62.0% | $4,125-28.5% |
| Admin fee / account holder | $102 | $6,975-98.5% | $10,762-99.1% | $5,651-98.2% |