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 | $14,556 | $72,177-79.8% | $115,037-87.3% | $59,632-75.6% |
| Participation rate | 82.9% | 72.6%+10.3pp | 81.4%+1.5pp | 68.7%+14.2pp |
| Annual return | 13.58% | 12.02%+1.6pp | 26.14%-12.6pp | 2041.28%-2027.7pp |
| Employer contribution / active EE | $1,101 | $2,841-61.2% | $4,608-76.1% | $2,203-50.0% |
| Participant deferral / active EE | $2,394 | $4,783-49.9% | $6,026-60.3% | $3,192-25.0% |
| Admin fee / account holder | $175 | $4,927-96.4% | $8,175-97.9% | $4,297-95.9% |