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 | $12,175 | $168,632-92.8% | $147,614-91.8% | $125,391-90.3% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | 0.24% | 77.65%-77.4pp | 61.98%-61.7pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,830 | $6,252-54.7% | $5,564-49.1% | $4,866-41.8% |
| Participant deferral / active EE | $2,305 | $5,507-58.1% | $4,895-52.9% | $5,352-56.9% |
| Admin fee / account holder | $39 | $13,580-99.7% | $11,611-99.7% | $9,540-99.6% |