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 | $6,556 | $65,685-90.0% | $57,179-88.5% | $273,961-97.6% |
| Participation rate | 79.2% | 78.3%+0.8pp | 75.3%+3.8pp | 83.0%-3.8pp |
| Annual return | 8.61% | 21.99%-13.4pp | 14.59%-6.0pp | 41.45%-32.8pp |
| Employer contribution / active EE | $320 | $3,279-90.2% | $2,682-88.1% | $4,869-93.4% |
| Participant deferral / active EE | $1,318 | $3,782-65.2% | $3,096-57.4% | $5,287-75.1% |
| Admin fee / account holder | $275 | $4,835-94.3% | $3,139-91.2% | $10,132-97.3% |