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 | $15,099 | $62,672-75.9% | $185,117-91.8% | $70,131-78.5% |
| Participation rate | 89.7% | 63.8%+25.9pp | 77.3%+12.4pp | 69.5%+20.1pp |
| Annual return | 53.28% | 40.79%+12.5pp | 40.50%+12.8pp | 73.14%-19.9pp |
| Employer contribution / active EE | $1,132 | $1,753-35.4% | $4,182-72.9% | $2,342-51.7% |
| Participant deferral / active EE | $2,374 | $3,272-27.4% | $5,045-52.9% | $3,332-28.7% |
| Admin fee / account holder | $44 | $3,932-98.9% | $8,159-99.5% | $4,645-99.0% |