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 | $15,479 | $135,952-88.6% | $123,892-87.5% | $273,961-94.3% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 18.12% | 56.63%-38.5pp | 47.52%-29.4pp | 41.45%-23.3pp |
| Employer contribution / active EE | $3,022 | $5,170-41.5% | $4,617-34.5% | $4,869-37.9% |
| Participant deferral / active EE | $6,936 | $6,343+9.4% | $5,984+15.9% | $5,287+31.2% |
| Admin fee / account holder | $3 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |