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 | $12,900 | $58,512-78.0% | $84,015-84.6% | $72,985-82.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 26.70% | 28.93%-2.2pp | 71.31%-44.6pp | 81.00%-54.3pp |
| Employer contribution / active EE | $794 | $1,163-31.7% | $1,983-60.0% | $2,440-67.4% |
| Participant deferral / active EE | $2,141 | $2,394-10.6% | $3,239-33.9% | $3,607-40.7% |
| Admin fee / account holder | $173 | $4,569-96.2% | $6,101-97.2% | $5,124-96.6% |