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 | $18,308 | $63,346-71.1% | $92,233-80.2% | $70,131-73.9% |
| Participation rate | 76.0% | 68.7%+7.3pp | 76.5%-0.5pp | 69.5%+6.5pp |
| Annual return | 20.43% | 530.12%-509.7pp | 176.28%-155.9pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,216 | $2,471-50.8% | $3,679-67.0% | $2,342-48.1% |
| Participant deferral / active EE | $1,869 | $2,854-34.5% | $3,897-52.0% | $3,332-43.9% |
| Admin fee / account holder | $60 | $3,840-98.4% | $5,194-98.8% | $4,645-98.7% |